Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of financial products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement, social security, college, or whether you’re simply looking for life insurance protection, I promise you a new level of attention, insight, and capability.

Yudi Rosenzweig has been in the insurance business since 1996. He enthusiastically assists his clients in choosing effective insurance and investment products to help fit their financial obligations, and protect their families in a time of need. Yudi specializes in the following areas:

Individuals and Families

Life Insurance
College Planning Coverdell/529 Plans
Disability Income Protection
Long Term Care Insurance
Brokerage Account

Retirement Programs and Social Security Planning

Wealth Accumulation Strategies
IRA Roth, Traditional, SEP & SIMPLE
Fixed and Variable Annuities
403b Plan
401(k) Plan

Business Continuation

Buy Sell Strategies
Key Person Insurance
Family Business Strategies

Executive Fringe Benefits

Split-Dollar Insurance Funding
Deferred Compensation Programs
Supplemental Retirement Plans
Executive Bonus Planning
Salary Continuation Plans
Payroll Deduction Plans

Yudi is a proud father of two sons and is married to the woman of his dreams. Yudi lost his mother at an early age and as a result has always been concerned about his father’s wellbeing especially when he entered into the mature marketplace. Educating seniors about maximizing their social security benefits has always been his passion and he is not shy about it. Yudi believes that 60 is the new 50 but the government does not subscribe to that philosophy. He believes that everyone should know their options to properly prepare for the future.