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Welcome to Rosenthal Financial Services, LLC

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Whether you are a man or a woman, young or old, you've worked hard for your money and everyone has different goals when it comes to investing. At Rosenthal Financial Services, we are well aware that each person or couple have very different approaches and comfort levels when it comes to accumulating wealth and reaching financial independence for the future. That's why we take the time to learn what your milestones and goals are and help you figure out plans (that you are comfortable with) to help you accomplish your goals.

Jon Rosenthal has over 30 years of experience in the financial services industry focusing on retirement accounts, non-retirement accounts and income tax preparation. With a steady hand, Jon has guided clients through good and bad economic times. His approach will reflect your priorities and your financial needs, while helping you minimize risk as you protect, grow or distribute your wealth.

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Considering some important issues now could provide more options in the event of early retirement.

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Knowing your likely life expectancy is an important factor in making long-term financial plans.

How much would your monthly lease payment be?

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

How much can you afford to pay for a car?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck