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OnePoint BFG – East Bay

Retirement Planners serving Long Island, New York and surrounding areas

If you’re wondering…

What will life be like without the structure of work?
Can reliable income really come from my investments?
When should I start social security…?

We can give you the answers — custom tailored to you, and backed up by data.

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Have us on the phone in 15 seconds.

Retirement planning services in Long Island

Why choose us?

“They want to know what you want. How you want to live, and what you want to do. They want you to have a good life. They give me the confidence to be able to do that.”

ONEPOINT BFG CLIENT

“This testimonial is provided by a current client of OnePoint BFG with no compensation. There is no potential conflict of interest as this testimonial has no relationship to OnePoint BFG or OnePoint BFG Advisors.”

We help our Long Island clients…

Reduce sky-high taxes
Lower cost of living
Plan for an adventurous retirement

Learn how we help you live well and retire better

Hi, we’re Lyle and Drew.

We’re fee-only advisors who work for YOU, not product companies.

No commissions. No conflicts of interest. Just straightforward guidance when you need it most.

Lyle Rosman

Partner & Wealth Management Advisor

about lyle

Some of my fondest memories were skipping school to attend annual PepsiCo shareholder meetings with our grandfather.

He taught us real prosperity comes from making wise decisions every day — or like our dad (also an accountant) always said: “I could eat two steaks for dinner… but I’ll eat one, and invest the other.”

I was on the Platinum Council (previously known as Premier Advisor) at Wells Fargo before joining forces with my brother Andrew in 2009.

Outside the office, you can find me coaching my kids’ sports teams, cooking, working on classic cars and cultivating my tulip garden.

Andrew Rosman, CFP®

Partner & Wealth Management Advisor

about andrew

Before Lyle and I joined forces, I worked as a CERTIFIED FINANCIAL PLANNER™ since 2007 for Wells Fargo Advisors.

Coming from a long line of accountants, helping to keep the taxman’s hand out of your pocket is my specialty. I can tell you that well-positioned financial plans are grounded in reality, not exotic strategies.

Crafted on principles instead of guesses, a solid financial plan is like Novocain – give it time, it historically works.

I live in Long Island with my family, where I like to jog, unwind at the beach, and explore charming local bed and breakfasts.