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At Rosenthal, Starling & Associates, our sole focus is YOU.

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Our Firm

At Rosenthal, Starling & Associates, our primary focus is financial and retirement planning for those thinking about retirement, and lifestyle preservation planning for those who are already retired. Our services include, but are not limited to investment planning, estate planning, retirement planning, education planning, insurance planning, tax planning and long-term care planning.

At Rosenthal, Starling & Associates, we recognize that financial planning is a process — not a product. The process involves discovering your goals and developing a plan to meet those goals. As your financial advisor, we will do everything in our power to keep you focused on where you want to go, provide direction on how to get there and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Stan & Donna Rosenthal

Stan & Donna are both natives of Louisville, KY and resident’s of Oldham County.  They began Professional Estate Planners, Inc. dba Rosenthal, Starling & Associates, in September of 1998.

They Specialize in Retirement Planning, for those thinking about Retirement and Lifestyle Preservation Planning for those who are already retired.

Stan earned his Bachelor of Science degree from Case Western Reserve University, in Metallurgical Engineering.  His background as a scientific investigator for McDonnell Douglas and serving as CEO and CFO of a multi-million dollar retail business gives Stan the special insight to identify and solve problems that could otherwise compromise his client’s financial well-being.

Donna has worked in the insurance industry for over 32 years.  She took a 5-year hiatus from her practice to be the primary caregiver for an elderly loved one.  The day-to-day issues off illness and incapacitation of her great-uncle, compounded by Medical, Medicare, Medicaid, and Nursing Home Issues, lead her to pursue an education in geriatric studies and elder planning.  Donna has served as a Guest Columnist for The Oldham Era. She has served the community as group facilitator for Soul Care at Southeast Christian Church and Long Term Care Ombudsman for the state of Kentucky

Stan & Donna have taught continuing education classes to accountants and attorneys.  They are also local and national speakers on the day-to-day issues affected by aging and money.

Stan & Donna work together to help individuals and their families become aware of and understand how important it is to make sure that all the “little things,” in a retirement plan, are in their place so they don’t become a huge issue later on in life.

For 12 years, Stan & Donna Rosenthal have hosted “Peace of Mind Radio” Wednesdays, from 7 – 8 p.m.,  a rebroadcast on Wednesdays from 4 – 5 a.m., Saturdays 2 – 3 p.m. & Sundays Noon to 1 p.m. on WKJK 1080 AM.  This is a live, call-in format, which allows listeners to get answers to questions about aging, retirement and their money. 

 

Stan & Donna Rosenthal have 6 married children, 15 grandchildren.  Their mantra…

“We Provide Peace of Mind; Doing All the Things Other Advisors Forget To Do!”™

 

 

Member of the:              -     Charter Member of Certification on Long-Term Care

 

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at donna@rosenthalstarling.com or call us at 502-241-2858 or 877-241-2858 today!

We are an independent financial services firm helping individuals create retirement strategies to custom suit their needs and objectives.

Complimentary Report
"Your Retirement Income Planning Checklist”
Discover 10 things you should consider in creating your retirement strategy. 
About Rosenthal, Starling & Associates
our firm
Financial planning is a process, not a product, that involves discovering your goals and developing a plan to meet them. We want to help keep you focused on where you want to go and advise how to get there.
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listen to our radio show
Listen to Peace of Mind Radio - WKJK – AM Station 1080 AM live on Wednesday's at 7pm.
Replay Days: Sunday 12-1 pm, Saturday 2-3 pm,
Wednesday 4-5 am
» listen to our radio show
Class Schedule
We’re committed to helping you make informed decisions about your financial future. View our calendar for upcoming classes. We invite all clients, referrals and visitors to attend our events.
» Calendar of Classes

Stan Rosenthal is an Investment Advisor Representative with Marian Financial Services, Inc. Donna Rosenthal is not affiliated with Marian Financial Services, Inc.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

Financial Plans and Investment Advice are offered through Marian Financial Services, Inc., a Registered Investment Adviser. Home office: 109 Velvetleaf Drive, St. Johns, FL 32259, Phone (904) 460-2700. Branch Office: 4500 Bowling Blvd. Suite 100, Louisville, KY 40207, Phone (502) 891-4468.

Advisory Services offered through Marian Financial Services Inc., 109 Velvetleaf Drive, St. Johns, FL 32259, Home Office (904) 460-2700. Stan Rosenthal is the Vice President, Principal and an Investment Advisor Representative with Marian Financial Services, Inc. Donna Rosenthal is not affiliated with Marian Financial Services, Inc.