Advisory services
Investment advisory services are offered through Rose Wealth LLC. Rose Wealth provides investment advisory and financial-planning services only pursuant to a written advisory agreement.
Insurance products
Insurance products and services are offered separately through Rose Retirement LLC. Rose Wealth LLC and Rose Retirement LLC are separate affiliated entities. Certain Rose Wealth representatives are also licensed insurance agents. When acting as insurance agents, they may receive commissions or other compensation from insurance companies. This compensation creates an incentive to recommend insurance products.
Educational content
The discussion of retirement planning, tax planning, income planning, estate planning, Social Security, Medicare, or insurance on this website, in our webinars, and in our marketing materials is intended to provide general educational information. Rose Wealth does not provide legal or accounting services. You should consult an attorney or qualified tax professional regarding your individual legal or tax circumstances.
Nothing on this website or in this advertisement constitutes personalized investment advice, an offer to buy or sell a security, or a recommendation of a particular investment or insurance product. An advisory relationship begins only after Rose Wealth and the client execute a written advisory agreement.
Investment risk
Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. No investment strategy can assure a profit or protect against loss in every market environment.
Annuities and insurance guarantees
Annuities are insurance products and are subject to the claims-paying ability of the issuing insurance company. Annuities may contain surrender charges, withdrawal limitations, tax consequences, fees, caps, participation rates, spreads, and other restrictions. Annuities are not appropriate for every investor.
Any references to tax reduction, tax efficiency, retirement income, asset protection, downside protection, guarantees, or lifetime income are subject to material limitations and individual circumstances. Guarantees associated with insurance products are backed solely by the financial strength and claims-paying ability of the issuing insurer.
Seminars and webinars
Our seminars and webinars are for general educational purposes only and are not individualized investment, tax, legal, or insurance advice. Individual circumstances differ, and the strategies discussed may not be appropriate for every person. Certain presenters are both investment adviser representatives and licensed insurance agents and may receive insurance commissions. No advisory relationship is created by attending an event.
Introductory consultations
An introductory retirement-planning consultation does not create an advisory relationship and does not obligate you to engage Rose Wealth or purchase an investment or insurance product.
Hypothetical examples and case studies
Any case study or example shown is hypothetical and is provided solely to illustrate general planning concepts. It does not reflect the experience of an actual Rose Wealth client unless expressly identified as an actual client experience. Assumptions were selected for illustrative purposes and may not reflect actual market conditions, investment returns, taxes, fees, expenses, inflation, product costs, or individual circumstances. Actual outcomes will vary.
Testimonials and client reviews
Where a client testimonial or review is displayed, the person providing the statement is a current or former client of Rose Wealth. No compensation was provided for the statement unless otherwise disclosed alongside it. The experience described may not be representative of the experience of other clients, and the statement does not guarantee future performance or success.
Regulatory notice
Rose Wealth does not represent that the State of Texas, the Securities and Exchange Commission, or any other regulatory authority has approved or endorsed the firm, its representatives, its services, or its qualifications.
Privacy
Information submitted through this website will be handled in accordance with the Rose Wealth Privacy Policy.
Contact us
Rose Wealth LLC · 305 W. Loop 281, Ste 101, Longview, TX 75605 · (903) 331-0438