Financial services for all of Montgomery County, Professional services for Investments, Insuance and Financial Planning, Investment Services, College Funding, Certified Special Care Planner, Securities, IRAs, Retirement Planning, Insurance, Mutual Fund

Financial Planning, Insurance,
and Investments

Our focus is helping you to improve the quality of your life through financial peace of mind. We provide a variety of financial products and services to help you solve today's problems and to help prepare you for a successful financial future.

  • Fiancial Planning *
  • Financial Resources Analysis
  • Retirement Planning
  • College Funding Products
  • Investment Funding Products*
  • Certified Special Care Planner
Personal Solutions Business Solutions Special Needs Contact Me


Jared Rosen is a financial planner with The Washington Group - one of Massachusetts Mutual Life Insurance Company's (MassMutual) established agencies providing insurance and financial services to the Mid-Atlantic region. Contact Jared Rosen at(301) 581-7279 for more information.

 

We manage financial complexity and provide financial solutions with our primary goal being to help
you obtain your desired results.
 

FINANCIAL RESOURCES ANAYLSIS/RESOLUTION

  • Life & Disability Income Insurance Needs
  • Analysis of Savings & Investments*
  • Retirement Income Needs
  • Budgeting & Cash Flow Study

RETIREMENT PLANNING

  • Individual Retirement Accounts (IRAs)
  • Fixed & Variable* Annuities
  • Retirement Needs Analysis
  • Tailored Retirement Plans
  • Long Term Care Insurance

COLLEGE FUNDING PRODUCTS

  • College Cost Analysis
  • Analysis of Investment Alternatives*
  • Insurance & Investments*

INVESTMENT PRODUCTS*

  • Mutual Funds
  • Unit Investment Trusts
  • Variable Annuities
  • Direct Participation Programs
  • Securities Brokerage Services

A complete spectrum of custom financial products and services.

In today's complex business environment our analysis, financial expertise and carefully crafted strategies can help bring security for business owners, managers and employees.

ESTATE ANAYLSIS

  • Hypothetical Probate Analysis
  • Tax Reduction Strategies
  • Charitable Giving

BUSINESS CONTINUATION PLANNING

  • Funding Option Analysis
  • Buy-Sell Strategies
  • Family Business Succession Planning
  • Key Person Insurance

EXECUTIVE FRINGE BENEFITS

  • Executive Bonus Plan
  • Split Dollar Insurance
  • Deferred Compensation Funding
  • Salary Continuation Plans
  • Non-Qualified Executive Fringe Benefits

EMPLOYEE BENEFIT PRODUCTS AND SERVICES

  • Pension, Profit Sharing, 401(k) Plans
  • Payroll Deduction Plans
  • SIMPLE IRAs
  • Individual Disability Income Insurance

Special Care Planning:

For parents of a loved one with special needs there is a poignant realization that there may come a time through sickness, disability or death, when you will not be able to provide care for them. My specialty is Special Care Planning. As a Certified Special Care planner I have the knowledge, experience and contacts to help develop a plan that is just right for your family's special needs. Many families choose the Special Care Planning we provide to design a plan to secure the future of loved ones with special needs.

SPECIAL NEEDS TRUST**

  • Helps provide money to an idividual for specific purposes to enhance their quality of life. The trust can be set up to send a child to camp, take vacation, travel to visit relatives, buy sports equipment or to pay for other theraputic needs that do not fall under day to day living or "maintenance expenses".
  • Proceeds will not affect government benefits as funds are held in trust. If properly established within a trust arrangement, the funds set aside for an individual's benefit will not impact eligibility, or reduce funding from government assistance such as; Medicard or SSI.

GOVERNMENT BENEFITS & SPECIAL NEEDS PLANNING

  • Based on contribution in the program, not based on person's financial need
  • Social Security Disability Income (SSDI)
  • Medicare
  • Needs Based Benefits
  • Determine eligibility and income and resources
  • Supplemental Security Income (SSI)
  • Medicaid

REASONS TO CREATE A SPECIAL NEEDS TRUST

  • Developmental Disabilities
  • Congenital Disabilities
  • Traumatic Brain and/or Spinal Cord Injury
  • Personal Injury
  • Structured Settlements

Building your financial future
one step at a time.
 

Contact Jared Rosen for further details about financial planning for your future
The Washington Group
Jared Rosen
6500 Rock Spring Drive, Suite 400
Bethesda, Maryland 20817
Ph: 301-581-7279
Fax: 301-581-7272
email: jrosen@finsvcs.com
Visit our web site: www.twg-mm.com
 

Trust Services - Trust services offered through the MassMutual Trust Company, FSB

This information represents our understanding of the Federal Gift and Estate Tax law as currently interpreted. Actual results will depend on the existence of an appropriately structured and administered trust. The Washington Group and Massachusetts Mutual Life Insurance Company and agents do not offer tax or legal advice. You should seek specific advice regarding legal and tax matters from a qualified attorney. #072977
 

* Jared Rosen is a registered representative of and offers securities, investment advisory, and financial palnning services through MML Investors Services, Inc., member of SIPC.

The Washington Group
6500 ROck Spring Drive, Suite 400
Bethesda, Maryland 20817

 
** "Jared Rosen is licensed to sell insurance in the following states: DC, MD, PA, VA. Also licensed to sell securities* in the following states: DC, MD, VA. We cannot communicate with, nor respond to, users who reside in states where we are not licensed to conduct insurance and/or securities business."


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