Financial Coaching

Dr. Rosché mission is to help families attain proper financial protection and prepare for the future.  She works to make the process less intimidating by educating individuals about basic financial principles so that they can make informed decisions about which financial products fit their needs

Financial Check Up

Review and develop financial goals. Want to Buy A House? Prepare for Emergencies? Start a Business?  You need a plan and Dr. Rosché can help you create the right financial plan for you by discussing your skills and the mentality around how you spend your money.

Free Customized Plan

  • College Fund

  • Tax Free Retirement

  • Business Retirement Plan Review

  • Living Benefits – Critical/Chronic/Terminal Illness

  • Life Insurance

  • Passive Income

Cash Value Life Insurance

​Protect your family and your business from nightmare scenarios. Cash values grow tax-deferred and can provide a highly cost-effective line of credit for your business. Premiums can be tax-deductible, depending on the strategy.

Indexed and Immediate Annuities

​Convert a lump sum into lifetime income with strong asset protection. Indexed annuities can diversity an equity portfolio and help you lock-in your gains while providing growth potential.

 Address: 1101 Marina Village Pkwy., Alameda, CA 94501

Tel: 510-629-9362

© 2018 by Glam Marketing & Co. Proudly created with Wix.com