Tricia Rosen
@accessfinplan.com
Fee-only financial planning practice with a focus on tax efficient retirement planning and investment management services.
Tricia Rosen's Company Logos
Tricia Rosen's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#4E4E4E
Tundora
78, 78, 78
0, 0, 31
0, 0, 0, 69
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
#17437F
Chathams Blue
23, 67, 127
215, 69, 29
82, 47, 0, 50
About Tricia Rosen
Access Financial Planning, LLC is a fee-only financial planning practice based in Newburyport, Massachusetts, serving clients in the Boston area and nationally. Led by a fiduciary CERTIFIED FINANCIAL PLANNER™ professional and IRS Enrolled Agent, the firm provides unbiased guidance and does not sell financial products. Its approach considers clients’ goals, values, and broader financial circumstances to help them make informed decisions with clarity and confidence.
Services include portfolio reviews, comprehensive financial plans, investment management, and tax-efficient retirement planning. The firm also offers institutional investment management capabilities through its partnership with Focus Partners. Clients can explore its services through a free portfolio risk analysis, which helps assess whether investments align with their risk tolerance, and can book a no-obligation introductory call. Access Financial Planning also shares educational resources, including a retirement planning guide, blog articles, frequently asked questions, and media mentions. The practice emphasizes putting clients’ interests first while helping them plan for retirement and pursue their individual financial goals.
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Finance
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