For over 28 years, Diane Rosen has been helping people plan for the unforeseen while protecting their income and nest eggs for their children’s educational needs, a comfortable retirement, and long term financial stability.
Diane started out as a classroom teacher and a reading specialist in grades one through nine. She began her career as a Financial Planner in 1986. She added Insurance Planning to her business two years later and in 1989 she became a Certified Financial Planner (CFP).
In 2014, Diane sold her successful financial planning practice but retained her insurance business to establish Integrated Insurance Planning which focuses on:
- Long Term Care Insurance
- Life Insurance
- Disability Insurance
Diane is a proud and active member of the Business and Estate Planning Council of Norfolk and Plymouth Counties and a charter member of the Financial Planning Association of Greater Boston where she continues to do pro-bono financial coaching with needy Dana Farber patients. In addition, she regularly attends seminars to learn about new strategies and products that will help her better meet her clients’ needs.
I help people plan well today for a secure and comfortable tomorrow, so that unexpected and catastrophic events like:
- Sudden illness
- Death of a spouse
- Sudden need for short or long term disability
will not derail future plans for children’s educations, economic stability for the family and a comfortable retirement.
Like all good Professional Planners, my only concern is to plan for the best interests of my clients. I use insurance policies (long term care insurance, life insurance, disability insurance, and newer hybrid policies) to meet clients’ current and future needs.
For more than 22 years, Diane has resided in Foxborough, MA with her husband. They have two grown children and three amazing granddaughters. In her free time, she enjoys reading, gardening, going to the theatre and doing charitable work in her community.