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Comprehensive Wealth Management

designing a plan around you

Comprehensive Wealth Management

designing a plan around you

Comprehensive Wealth Management

designing a plan around you

Comprehensive Wealth Management

designing a plan around you

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Insurance Analysis

In the event of death, life insurance offers surviving family members increased financial security. As a tax-free lump sum payment, it can pay for final expenses and debts, as well as provide income for the deceased’s dependents.

The advantages of life insurance include:

  • An instant estate for your loved ones at a time when funds are most needed
  • Death benefits that are almost always non-taxable for named beneficiaries
  • Avoid probate costs if you name a beneficiary other than your estate
  • Potentially offer your loved ones a safeguard against creditors  through some life insurance plans

Life insurance can play a vital role in your financial security plan. We can help you select coverage from a variety of life insurance options to meet the needs and ensure that you have the appropriate amount of life insurance. - contact us today to find out how.

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Office Locations

Platteville

662 Hwy 151 E
Platteville, WI
53818 United States

Dubuque

2728 Asbury Rd, Suite 160,
Springs Bldg, Dubuque,
IA 52001

Sterling

2002 E. 5th St. Suite C,
Sterling,
IL 61081

  •  Tel: 608-348-2274
  •  info@rosemeyermg.com
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Investment Advisory Services offered through RMG Wealth Management, LLC
Securities Offered through Harbor Investments, Inc licensed in CO, FL, IA, IL, MA, MN, MO, NV, TX and WI

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