Who We Are

"Relationships for life..."

OUR EXPERIENCE . . .

We feel strongly that if you work hard and achieve something in life, you should be able to enjoy the fruits of your labor. Our time together is valuable- I only see people who I know will definitely benefit from having at least a short discussion with me. Some are business owners, others are professionals or executives, but they all have a couple of things in common.

One is that there are options available to them that are likely to improve their financial positions. Two, they are generally unaware of what those options are or how they could benefit from them.

Together, we will use a values based approach to work with you, your other financial professionals and your loved ones to grow, preserve and protect your financial resources.  

Rose M. Cain, JD* specializes in providing financial services for the "Sandwich Generation"  and for elderly clients. She combines her past professional experience as a nurse practitioner caring for the elderly and their families with 15 years as a solo practice attorney concentrating on elder and family law. She takes a "holistic" approach to financial strategies for families, with a particular focus on issues of retirement , aging and care management and complex estate planning.

 *licensed, not practicing on behalf of Spirit Financial, LLC, Rose Cain nor New York Life nor its affiliates offer tax, legal or accounting advice. Please consult your tax, legal or accounting professional regarding your particular situation.