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Smart Retirement Strategies and Benefit Plans
Secure Your Retirement Future

Happy Couple
Specializing in Estate, Tax, Federal & State Employee Benefits, and Retirement Planning.
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We believe every employee deserves to work with caring financial advisors who can coordinate their benefits and manage their financial goals. Few advisors have access to the tools and support to properly assist Federal employees, but we can help.

 

We offer comprehensive financial services, tax planning, preparation, with special emphasis on smart retirement strategies. We are proud to be the provider for the Alabama Conference of Educators, network provider for the Federation of Federal Employee Advocacy, and a Federal Retirement Consultant / FRC.

As a full-service financial services firm, we assist individuals, businesses, and associations find benefits, and financial services to help achieve their goals.
Rosier Benefits & Financial Services is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
We have 40+ years of experience. Let us help you and/or your organization.

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Employee
Benefits

We offer affordable benefit plans for small businesses.

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State
Employees

 

Timing is everything.  This will identify how to reduce your federal income tax and coordinate your income with your Social Security benefits so that you can reduce the tax on both. 

Dollars

Tax Planning

Let us help you plan for all potential scenarios ensuring you have enough savings for a high quality of life.

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Federal 
Employees

 

FERS / CSRS / TSP / FEGLI

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Retirement

Having a sound approach involves taking a close look at your potential retirement-income sources.

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Income
Strategies

We have simple and straightforward solutions to set you up for long-term success.

Calculate Savings