Health and Retirement Benefit Solutions
Welcome to a platform where a team of partners will provide and design financial strategies that address smart leveraging
Things we obsess over:
- Doing what's right for you
- Helping you reach your goals
- Simplifying your money concerns
- Collaborating on your future
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Hi, I'm Roshanna
I am a Financial + Retirement Manager with 10+ Years of Professional Experience
Servicing clients with over a decade of experience in the industry and I love what I do. Currently, I am a Managing Director at Evolution Financial Group where I oversee the company's business expansion efforts in Philadelphia and provide asset accumulation and distribution expertise in retirement, social security, tax-saving strategies, and healthcare benefits.
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Exclusive Individual and Group Benefits
Redefine your strategy with free tools, tailored advice, and investment options.
Healthcare
Customizable plans to suit your requirements. Access to a vast network of providers to ensure quality care. Comprehensive medical, medicare, dental, and vision
Disability with Income Protection
Income protection and financial support if person becomes unable to work due to a covered disability. Customized plans to address your specific needs
Tailored Retirement Plans
FREE TOOL
Want to see a visual illustration of what your financial situation may look like?
Take our 4 minute financial questionnaire. This assessment will allow you to run a simulation of your future portfolio. Most importantly, see an example of where you can be.
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Working with our Team
Let's connect
Have questions about your unique situation? Send us a message.
Text or Call: 484-212-0852
Email: [email protected]
Address: 1400 N. Providence RD. Suite 3007, Media, PA 19063
Are you on the go? Send us a message and we will call you right back
A Licensed Advisor will you call up shortly.
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CLIENT REVIEWS
"Working with Roshanna has changed my life. I'm now retired and enjoying the benefits without worry."
- Jennifer, IT Director
"Last year, I was 32 with no retirement savings. Thanks to Roshanna, I'm now financially on track."
- Terry, Physician
" Roshanna was able to help me add valuable options to our pension to help retain high quality talent with better benefits."
- Christina, Director of HR
" I introduced Roshanna to my son in college. With education and consulting upon graduation he has established financial stability and independence.
- David Anderson, Attorney
Questions?
(484) 212.0852
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Hi Gorgeous! "I'm Your Fin-Pal."
Welcome to the Money Blog for Women Looking for Self-Security
Struggling to make your money work for you? Never want to depend on another person for financial stability? Learn the strategies top financial analysts use to help their clients build wealth.
We offer expert advice, in-depth resources, and the latest updates to empower you in making informed decisions. Explore a wide range of insurance options, investment strategies, retirement planning, and money-saving tips. Secure your future and achieve financial freedom with our user-friendly platform.
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