Josh Rothbard, AIF, CDFA

Helping individuals and businesses in Fort Washington, Horsham and surrounding areas plan for their financial future through the perfect combination of sound advice, realistic expectations, and vast resources, I am able to provide my clients with professional direction that roots in trust and integrity.

Assisting clients in the following areas:

For Individuals and Families

Life Insurance
Retirement Planning
Mortgage Protection
529 Plans
Rollover, Roth and Traditional IRA Funding Strategies
Disability Insurance
Mutual Funds and Investment Products
Long Term Care Insurance

For Businesses

Group Benefit Analysis
Group Health Insurance (Not Offered Through LPL Financial or Secure Planning Group, LLC)
Key Employee Insurance
Buy-Sell Agreements
Retirement Plan Analysis
Business Continuation Strategies
Business Succession Strategies

A member of the National Association of Insurance and Financial Advisors and the Past President of Business Network International Fort Washington Chapter.