Client Log-in

Rosenthal Retirement Planning's continued growth is a validation of our integrity and the sound financial guidance we have provided to our clients since 1993. It is also a reflection of our clients' trust and confidence in us. Therefore, we'd like to say thank you for your continuing business and referrals.

 

Please click on the appropriate logos or links below to access your accounts.

You may register for a Username and Password at most of these sites unless otherwise noted.

RRP WealthView™

Total Wealth Management Solution. Please contact Rosenthal's Client Service department for initial login instructions. Watch this video for a short summary or this video for a comprehensive description.

Advisor Solutions

Advisor Solutions provides financial advisors with state of the art institutional asset management tools to build and manage portfolios for clients. Please contact Rosenthal's Client Service department for initial login instructions.

American Funds

For 80 years, American Funds has applied a consistent philosophy and approach in an attempt to generate consistent results.

Curian Capital

Curian Capital delivers benefits to investors that were once only reserved for the wealthiest individuals and institutions. Watch this presentation to learn more about Curian Capital.

EverBank

EverBank

EverBank Advisor Services provides financial planning firms and investment professionals the opportunity to offer banking services to clients.

The Hartford

Founded in 1810, The Hartford Financial Services Group is one of the largest insurance and investment companies based in the United States.

Jackson

Jackson believes that retirement is a journey, not a destination. Jackson's strategies are designed to withstand the test of time. Because at the end of the day, it's all about Long-Term Smart.

MassMutual

Founded in 1851, MassMutual is a mutually owned financial protection, accumulation and income management company headquartered in Massachusetts.

MetLife Investors

A member of the MetLife family, MetLife Investors is dedicated to meeting the financial goals and objectives of the investing public.

MFS

MFS established the first mutual fund in the United States in 1924. With its invention, the firm helped make the U.S. stock market, previously the exclusive domain of the wealthy, accessible to the average investor.

NPC Accounts

With Albridge Wealth Reporting you can view accounts from multiple institutions with one convenient login. Please contact Rosenthal's Client Service department for initial login instructions.

Pacific Life

Pacific Life's primary goal is to offer solutions through financial professionals which help clients save for retirement by positioning their assets throughout all stages of their lives.

Pacific Life Funds

Thirteen nationally recognized money managers are available through Pacific Life Funds. Strategic asset allocation by PLFA with modeling by Ibbotson Associates, Inc., a wholly owned subsidiary of Morningstar, Inc.

Pershing

Pershing exclusively serves financial organizations, money managers and Registered Investment Advisors with clearing and brokerage services for clients. Please contact Rosenthal's Client Service department for initial login instructions.

Principal Funds

Principal understands the importance of choice. Principal provides financial advisors with the opportunity to explore not only different asset classes and investment strategies, but also different management styles.

SunAmerica

For nearly two decades, the SunAmerica life companies have focused on only one business: retirement investing.

Symmetry Portfolio

Symmetry Partners works closely with experienced advisors to help create an innovative approach to asset management that is radically different from the whims of Wall Street. Watch this presentation to learn more about Symmetry Portfolio. Please contact Rosenthal's Client Service department for initial login instructions.

Transamerica

Regardless of the distribution method, Transamerica's mission is to help individuals, families and businesses build, protect and preserve their hard-earned assets.

Investors should carefully consider each investment's objectives, risks, charges and expenses

of that investment. This and other important information is contained in the prospectuses

and should be read carefully before investing. Please contact our office to obtain a prospectus.

 

The listing of a vendor or product on this site does not constitute an endorsement or warranty of the vendor or product by RRP or NPC. To determine which investments may be appropriate for you, consult with your financial professional. Please remember that investment decisions should be based upon an individual's goals, time horizon and tolerance for risk.

The information being provided is strictly as a courtesy. When you link to any of the web sites provided herein, you are leaving our site. We make no representations and may not be held liable for the completeness or accuracy of the information provided at these sites. Neither is RRP nor NPC liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, web sites, information and programs made available through this site. By clicking on the link above, you will leave our web site and assume total responsibility and risk for your use of the site you are linking to.

 

Rosenthal Retirement Planning, LP (817) 336-2000 - (214) 752-1000 - (800) 336-2553

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Securities and Advisory Services through National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Financial Planning and Consulting Services offered through Rosenthal Retirement Planning, LP, a Registered Investment Adviser. Rosenthal Retirement Planning, LP and NPC are separate and unrelated companies.