Town & Country Financial Services

About Rosemary Frampton, CFP

My name is Rosemary Frampton, and I'm a Certified Financial Planner (CFP) with over 20 years of experience in financial services. I've helped clients achieve their financial goals through personalized financial planning, investment management, and risk management solutions.

My Mission

My mission is to get to know you and understand your needs, wants, and long-term goals. I want to develop, implement, and monitor a financial plan that's designed to address your individual situation.

Your Financial Roadmap

Every person is unique and has their own definition of financial independence. I'll work with you to create a personalized financial roadmap that will guide you towards your desired destination. I'll:

• Simplify complex financial terms and investment options
• Offer honest advice and guidance
• Help you navigate the complexities of investing and financial strategies

Areas of Expertise

My expertise encompasses:

• Financial Planning & Investment Planning: Creating comprehensive plans for wealth accumulation, retirement planning, and investment management.
• Retirement Planning: Maximizing retirement accounts like 401k rollovers and IRAs.
• Retirement Planning: Comprehensive strategies for planning and securing your future.
• Insurance & Annuity Products: Evaluating your needs and recommending appropriate coverage.

Understanding Today's Financial Environment

I understand that individuals face unique challenges as they prepare for retirement. I can help you:

• Remove the mystery from preparing for the future.
• Navigate complex financial rules and regulations.
• Make informed investment and financial planning decisions.

Let's Work Together

I'm committed to providing personalized, professional guidance and support to help you achieve your financial goals. Contact me today to schedule a complimentary consultation and learn how I can help you achieve financial peace of mind.