Jeffrey D. Roseberry has been in the Financial Services industry for over 24 years, 19 of which he spent at The Vanguard Group, where he served many of their Institutional clients in multiple capacities and applications. He is currently with LTC Financial Partners, LLC through Group Insurance & Investment Solutions, a Wilmington, Delaware benefits consulting and brokerage firm, where he specializes in retirement plans, investment planning and long-term care planning. He is currently licensed with FINRA Series 6, 7, 63 & 66 and he has earned a CLTC (Certified in Long Term Care) designation. A resident of northern Chester County in Pennsylvania, his securities and insurance licenses extend across multiple states and include PA, DE, MD, VA, NY and FL (securities only).
While Jeffrey’s technical expertise lies with investments and defined contribution retirement plans for organizations and individuals, his passion is with long-term care planning. “My goal is to make every effort to raise awareness of the realities around long term care with as many people as I can. Long term care is probably the greatest threat to financial independence facing multiple generations today. It’s a medical issue. It’s an economic issue. But most importantly, it’s a family issue. And addressing it requires careful and deliberate planning and preparation.”
LTC Financial Partners is one of the most experienced independent long term care agencies in the United States. We are very focused on education as we believe that long term care planning includes complex decisions with regard to both emotional and financial considerations. Typically, the best approach includes the use of insurance and it’s important to note that we represent several major insurance carriers. As a result, we are able to provide clients with what we believe to be the best coverage choices available.
Associate Member of LTC Financial Partners, L.L.C.
Where licensed (list of states if an LTC agent)
PA, DE, MD, VA, NY
Contact information (phone, email ... )
email@example.com / 610-220-8857
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