Financial Counsel to Seniors and Aging Individuals

R. W. Roge’s Managing Director is Educated and Certified by the CSA Board and the American Institute of Financial Gerontologists


It is ;a fee-only wealth management firm, based on Long Island, takes great pride in this unique area of their business. Financial gerontology is building on relevant teachings from biology, psychology, sociology and demography to understand the lifelong wealth span issues and aspirations of aging individuals and their families.


In the past, advisors were never trained to plan for geriatric issues that arise as a result of human life expectancy lasting beyond age ninety. Today, people are living longer and our life expectancies will continue to increase due to advances in medicine and technology. Some people that are retiring now still have one or both parents that are living. For married couples who have four parents, it not uncommon to have at least one of those parents living while the couple is retired.


Their parents never expected to live as long as they have and did not anticipate the need to plan for their financial future past a certain age. Accordingly, those parents need the financial and emotional help of their retired children who, in turn, never thought that they would need to provide for their parents during their retirement. After experiencing some of the issues that their own clients and family members have faced, the team at R. W. Roge & Company decided that they needed to uncover potential solutions to these issues that will most likely arise in many of their client’s lives as well as their own.


R. W. Roge’s Managing Director, Rosanne Grande is a Certified Financial Planner® with two additional professional designations: (1) Certified Senior Advisor from the CSA Board and (2) Registered Financial Gerontologist(SM) from the American Institute of Financial Gerontologists. Clients take comfort in Ms. Grande’s educational background and Ms. Grande takes comfort knowing she has found her life’s work. She loves helping R. W. Roge’s elderly clients plan for long-term care and shows middle-age clients how to help their parents do the same.


« Experiences in my personal life, led me to this path and I find it empowering to help others help themselves by taking the right steps and planning ahead, » comments Ms. Grande. « Getting older is not something that people talk about freely, but people do need to determine how they will provide for their financial needs for many years past normal retirement, while simultaneously having to care for children and elderly parents.


Seniors face serious issues that are growing in complexity ranging from insurance issues to financial security, housing, health, legal, & social problems. R. W. Roge, through fact finding sessions and a proactive due diligence process, continues to uncover current or potential geriatric financial issues. Ms. Grande’s ongoing education, research, and personal interest in this field, allow her to identify the issues and problems her clients face.


In addition, she trains the staff to ask questions that can uncover potential geriatric issues. She has a unique ability to prepare solution driven financial plans catering to each client’s individual needs. Clients have confidence and trust in her skills, and can rely on her for guidance; they know her background and the extensive training that she completed before she took on the responsibility of advising them in such an important stage of their financial lives.


« Advising elderly clients at such an important time in their lives has been the highlight of my career, » noted Ms. Grande. « By taking an in depth look at their financial state and providing them with solution driven plans, we have helped our elderly clients take the focus off of exactly what had been preventing them from enjoying their retirement like they always dreamed they would. I have witnessed many times, the joy and relief our clients express when they realize that we have helped them to create a financial plan that will alleviate them of the worry that had been taking over their lives. »


For 20 years, R. W. Roge has helped clients plan for their financial future through their signature service, The Unique Wealth Management Experience(SM). The Unique Wealth Management Experience is designed for clients that have already reached a level of wealth and wish to grow and preserve that wealth. R. W. Roge also offers, the WealthBridge(SM) Strategy, to those clients that are in the wealth accumulation phase of their lives. R. W. Roge is also the advisor to the Roge Partners Fund(SM), which is specifically designed to function as the key equity component of the WealthBridge(SM) Strategy. R. W. Roge & Company provides expertise and experience in developing and managing risk-adjusted, globally balanced diversified portfolios to their clients whether they have already accumulated significant wealth or are just starting to build their assets for the future.


To request more information or to speak with Rosanne Grande please contact Jennifer Connelly at (908) 813-2478 or jenn@jcpublicrelations.com. You can also visit http://www.rwroge.com at your convenience.


Source: R. W. Roge & Company, Inc.


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