For many business owners and busy professionals, there’s little time left after career and family to deal with personal finances. Unfortunately, being 'too busy' can have costly consequences.

You’ve likely saved some money, invested in the market and maybe bought some life insurance, but have you really taken the time to look at your current financial situation in its entirety? More importantly, have you taken the time to ensure your financial future will be more secure 10, 20 or more years from now?

That’s where I can help. Whether you are concerned for your own financial needs or those of your family or your business, I will help you identify your insurance and investment needs, and provide a comprehensive plan to help you achieve a financially secure future over the long term.

Expert Guidance and Innovative Solutions

As an advisor with Northwestern Mutual, I have access to some of the most specialized financial expertise in the country for business and personal planning. I provide a comprehensive review to ensure your plan is complete and aligned with your goals, and I will update your plan regularly as your life changes.

Helping my clients to achieve financial security with an appropriate mix of expert guidance and innovative product solutions is a very personal matter. My commitment to you is to provide the best planning solutions, drawing upon my own experience and the expertise of qualified specialists to help you meet your financial and life goals.

Along the way, my goal is to establish a trusting relationship, one that will endure and grow as your life changes and your financial needs evolve.

My Mission

"Success is the progressive realization of a worthy ideal." - Earl Nightingale

My mission is to provide the best possible estate and business planning guidance to clients who want to engage in a comprehensive planning process. I can help you identify your needs and provide expert guidance and world-class solutions.

Life doesn't stand still. Keeping pace with life's changes is important. Let Mike Rosenman help you make informed decisions and achieve a secure financial future.

Planning for the Success of Your Business (English)

Planning for the Success of Your Business (Spanish)

The Greatest Gift: A Plan for Long Term Care

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Michael K Rosenman

Michael K Rosenman, CLU®, ChFC®, AEP®, CASL®, RICP®

Estate & Business Planning Specialist

  • Office 203-653-2112
  • Mobile 914-523-6075

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.