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Rose City Financial Services, LLC

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Rose City Financial Services, LLC

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Rose City Financial focuses on Retirement Planning for Individual Investors and Business Owners. Cambridge Investment Research, Inc.

Investment planning solutions for the Individual Investor and Small Business Owner
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. and Rose City Financial Services are not affiliated. This communication is strictly intended for individuals residing in the states of CT, FL, GA, MA, ME, OH, NC, NY, RI, SC, VT, VA, WA. No offers may be made or accepted from any resident outside the specific states referenced. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

10/23/2026

Small group health insurance plans are designed specifically for businesses with as few as two employees (including the owner) to those with up to 50 employees — and they can be a smart way to support both your team and your bottom line.

Here’s why small group benefits are worth exploring:

✅ Lower costs compared to individual plans
✅ More competitive, comprehensive coverage
✅ Potential tax perks (including up to a 50% tax credit for eligible employers)
✅ Happier, healthier employees who feel valued

If you’re a small business owner or part of a team that might qualify, now’s a great time to explore your options. Give us a call today. We’d be happy to help you compare plans and find the right fit for your team.

10/21/2026

Attracting and keeping top talent takes more than a competitive salary. You also need to have a benefits package that supports health, work-life balance, and long-term security.

We can help you set up a group benefits plan with:

✅ Health, dental, and vision coverage for healthier teams, fewer absences, and better focus.
✅ Paid time off (PTO) and flexible work arrangements to promote work-life balance and combat burnout.
✅ Retirement and financial wellness tools, including retirement savings accounts and health savings accounts (HSAs).
✅ Wellness and growth perks like employee assistance programs, gym discounts, and tuition assistance.

Benefits plans should be tailored to your people, goals, and budget. Give us a call, and we can help you create a customized plan that works for both you and your team.

10/19/2026

The right 401(k) plan does more than help your employees save for retirement. It can also strengthen your business by reducing tax liability, improving employee satisfaction, and giving you a competitive edge in attracting and retaining top talent.

Our team is here to help you craft and manage your team’s 401(k) plan. From plan structure to employee communication tips, we are here to support you. Give us a call today, and we can get started.

10/16/2026

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, especially as market volatility has been top of mind for many investors. Swipe through for a few tips to help keep the focus on steady, thoughtful planning.

Feel free to share these tips with anyone who may find them helpful. And as always, if you have questions about your current plan or would like to talk through your strategy, please contact us.

10/14/2026

As a business owner, it's worth understanding where your employees may be at financially, the impacts of financial stress on your bottom line — and where employee benefits can help. Here's what the data shows:

🔸 Financial stress is widespread, and it follows people to work. A recent industry survey found that 57% of employees say their finances are the biggest source of stress in their lives, a distraction that adds up across an entire workforce.

🔸 That stress has a real productivity cost. According to an industry survey, employees spend nearly 14 hours a week worrying about personal finances, over eight of those hours during the workday itself, with one in three saying financial stress makes it harder to focus on their job.

🔸 Amid continued financial stress, retirement planning plays a big role in employee recruitment and retention. In fact, in one industry report, 95% of employees said expert retirement planning assistance was an important factor in determining where to work. Your retirement plan may already offer this service. Do your candidates and employees know?

If you would like to talk through how your plan can impact your business’s ability to retain employees, don’t hesitate to reach out to our team. We are here to be a resource for you.

10/12/2026

As a business owner, you know that how much your workforce actually values retirement benefits can shape everything from hiring to retention. So, to help you have a good sense of where things stand today with 401(k)s, our team wanted to share a quick look at what the numbers show, starting with what employees themselves say they want:

🔹 According to a recent industry survey, 85% of plan participants said a 401(k) is a must-have when considering a new position, not a nice-to-have.

🔹 There's a gap between access and participation. Among private-sector workers, 72% had access to a retirement plan, but only 52% participated, a 20-point gap that highlights how access alone isn't the same as engagement.

🔹 Access still varies significantly by business size. Only 59% of workers at businesses with fewer than 100 employees had access to a retirement plan, compared to 91% with 500 or more, an opportunity gap for smaller businesses looking to compete for talent.

If any of these statistics stood out to you and raised questions about your current plan, don’t hesitate to reach out to our team. We're happy to walk through your options and talk through what makes sense for your team.

10/09/2026

There is a common misconception that younger employees are not interested in retirement benefits, but today’s workforce is thinking ahead earlier than many employers realize.

Recent research found that 58% of Gen Z and Millennial 401(k) participants expect personal retirement accounts to be their primary source of retirement income instead of Social Security, highlighting just how important long-term financial planning has become for younger generations.

That’s why offering a competitive 401(k) plan can help your business attract and retain forward-thinking employees who value financial security and workplace benefits that support their future.

If you are considering retirement plan options for your team, contact us to learn how a 401(k) offering can benefit both your employees and your organization. We are here to help.

10/05/2026

At Rose City Financial, we’re proud to help our neighbors in Franklin, Connecticut, and the surrounding communities bring more clarity and confidence to the financial decisions that shape their lives.

From IRA guidance and 401(k) rollovers to asset management and comprehensive financial planning, we take a practical, plain-speaking approach centered on your goals.

We also help local business owners explore retirement-plan options for their teams and work with families to address life-insurance needs as part of a broader financial strategy.

No matter where you are today, you deserve a trusted local team that listens, does the heavy lifting, and helps you plan for what’s ahead.

10/02/2026

Gifting can be a meaningful way to support family and long‑term goals, but the structure matters.

When gifts involve multiple recipients, trusts, or larger transfers, early planning can help avoid unnecessary complexity and last‑minute reporting. Taking time now to review your approach allows for clearer decisions and more efficient ex*****on before year‑end.

Our team is here to help you navigate your options and ensure your strategy is aligned with your goals. Reach out to start planning with confidence.

09/30/2026

You may have heard that the stock market can behave a little differently around holidays. There's actually a name for one of these patterns: the pre-holiday effect. Swipe to learn more.

If you have questions about your financial plan or would simply like to connect, please contact us. We're always happy to hear from you.

Address

210 Route 32, Suite 104 Franklin
North Franklin, CT
06254

Opening Hours

Monday	9am - 4pm
Tuesday	9am - 4pm
Wednesday	9am - 4pm
Thursday	9am - 4pm
Friday	9am - 12pm

Website

http://www.rosecityfinancial.com/

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