Rosenzweig, Hollywood & McDowell

 

Because no single professional can be all things to all people, the partnership of Rosenzweig, Hollywood & McDowell offers you a depth and variety of services to meet your financial needs.

 

Stephen Rosenzweig , CLU, ChFC, CFP®, AEP brings over three decades of experience in the areas of retirement, estate and insurance planning for both the individual and the business owner.

 

John Hollywood,MBA, CLU, ChFC, LUTCF, is a financial professional with AXA Advisors.He brings specific experience to developing financial strategies for the individual and the small business owner.

 

Evert McDowell, MBA, is a financial professional with AXA Advisors works with the owners of closely held businesses, helping them use corporate assets to build personal wealth on a tax favorable basis.

CFP ®, CERTIFIED FINANCIAL PLANNER®, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Savings Accumulation

Estimate the future value of your current savings.

Credit Card Debt

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Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Newsletters

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

Income Now or Later

Immediate and deferred fixed annuities are insurance products that could help retirees safeguard some of their nest eggs and provide a steady income stream throughout retirement.

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