Andrew Rose, CFP® CLU®, RICP®'s Linkedin Analytics

Life is best lived enjoying today, yet we can’t ignore the importance of planning for the next season. Finances, investing, taxes and retirement income needs are confusing and time consuming. My goal is to free you to focus on what’s most important; your health, your hobbies, and your family. Following my studies and degree in Finance from NC State University I have been helping clients with financial planning since 2008. I love the outdoors, casting a line, watching ducks break the early dawn sky, and conserving our natural resources for future generations. As a business owner myself, I understand the complexities of integrating company and personal finances. As a man of faith, I value learning about and serving organizations that work to improve our community. - Helping families and individuals build tax-efficient wealth to support their lifestyle - Helping create stable and predictable retirement income and leaving a lasting legacy - Helping businessowners navigate the world of retirement plans, growth and eventual succession Share your story with me, and let’s do great things in this life. Securities and investment advisory services offered through Osaic Wealth, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic.