Rotman & Associates

Rotman & Associates Our Commitment
Local residents and businesses rely on us to help secure their financial futures, but our commitment doesn't end there.

My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. We believe that in order to build long-lasting relationships with our clients, we also have to serve the local communities in which they live and work. Here's how we are making a difference in our communities. To the Comm

unity
Our community involvement through charitable organizations and civic events is deeply important to us and our time and resources invested are additional reasons we've earned trust from so many in this area. To Our Clients
Our working environment is characterized by teamwork, trust and cooperation. We work together to serve you. We honor our commitments and hold ourselves and each other accountable. We support the best in each other and know we can be the best financial services organization in the area. We are determined to succeed.

Charitable giving may enable you to keep more of your hard-earned income. Work with me and a tax advisor to explore str...
03/26/2026

Charitable giving may enable you to keep more of your hard-earned income. Work with me and a tax advisor to explore strategies for your situation and giving goals.

03/26/2026

Use this simple 2026 timeline to help you stay organized, confident, and ready to have important financial conversations throughout the year. https://bit.ly/4t9EA4u

For many people, the fear of running out of money and being unable to maintain their way of life is worse than death. Le...
03/25/2026

For many people, the fear of running out of money and being unable to maintain their way of life is worse than death. Let’s talk about adding guaranteed retirement income to your plan to help ease those fears.

03/23/2026

Last week, markets fell for a fourth straight week as tensions with Iran and higher oil prices drove volatility. Rising energy costs reignited inflation concerns, pushing Treasury yields to multi‑month highs and reinforcing a cautious Fed tone. Read this week’s market perspective to learn more.

With taxes top of mind, now is a good time to consider how they can influence the amount you accumulate and the income y...
03/23/2026

With taxes top of mind, now is a good time to consider how they can influence the amount you accumulate and the income you generate in retirement. By working with me and your tax advisor to implement an asset location strategy, you can diversify sources of income that help manage tax liability and the timing of tax payments. Let’s review together — comment below or reach out directly.

With higher contribution limits and new Roth catch-up rules under SECURE 2.0, this year brings important changes to work...
03/23/2026

With higher contribution limits and new Roth catch-up rules under SECURE 2.0, this year brings important changes to workplace retirement plans.

Learn more at https://bit.ly/4bWDdQR and consult your tax advisor for advice on your situation.

May this Eid bring happiness, harmony, and prosperity to you and yours.
03/19/2026

May this Eid bring happiness, harmony, and prosperity to you and yours.

03/17/2026

Last week, markets remained volatile as Iran related tensions drove oil price swings, pressured equities, and lifted bond yields. While inflation showed signs of easing, higher energy prices renewed near term inflation concerns and tempered expectations for 2026 rate cuts. Learn more with this week’s market perspective and key insights.

Celebrating the spirit of St. Patrick’s Day — joy, unity, and a little luck!
03/17/2026

Celebrating the spirit of St. Patrick’s Day — joy, unity, and a little luck!

Explore tips that could help reduce taxable income or identify potential tax credits — then connect with me and your tax...
03/12/2026

Explore tips that could help reduce taxable income or identify potential tax credits — then connect with me and your tax advisor to see what applies to you.

https://bit.ly/4lmGsnI

03/12/2026

Plan confidently. Use this 2026 Tax Readiness Playbook to help plan and stay ahead of key tax law changes and opportunities all year long.

https://bit.ly/3OWqXXJ

Feeling unprepared? An annuity can help you retire on time. Let’s create a plan provides a guaranteed income stream that...
03/11/2026

Feeling unprepared? An annuity can help you retire on time. Let’s create a plan provides a guaranteed income stream that you can be confident of.

Address

621 NW 53rd Street Suite 125
Boca Raton, FL
33487

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(954) 389-0314

Website

Alerts

Be the first to know and let us send you an email when Rotman & Associates posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share