River Financial Group LLC
Address:
275 Grove Street, Suite 2-400
Newton, MA 02466
Phone:
888-714-1646
Website URL:
https://riverfg.com/
Description:
River Financial Group LLC is an integrated financial planning firm serving mass affluent families raising a loved one with a disability. River is a planning firm with a benefits specialty, not a benefits firm, and that distinction shapes every service we offer. We bring retirement modeling, public benefits integration, estate coordination, governance design, and insurance strategy into one cohesive plan. Led by Leo Rotman, CFP, and Eric Jorgensen, CFP, both fathers who understand this journey firsthand, River serves families across the Eastern Seaboard, including Massachusetts, Connecticut, New York, Maryland, Washington DC, and Florida. Our goal is simple: a plan families can count on, so their loved one will be okay when they are gone.
Keywords:
Special needs financial planning, special needs financial Planner, special needs trust, integrated disability planning, disabled adult child financial planning, special needs financial planning Massachusetts, special needs financial planning Florida, special needs planner Boston, estate planning for disabled child, ABLE account planning, benefits consulting, retirement planning for caregivers, CFP special needs planning
Category:
Financial Planner — Special Needs Financial Planning
Social Link:
https://www.facebook.com/RiverFG
https://www.linkedin.com/in/leorotmanfinancialplanning/
