Rod is both an Estate Attorney AND a Financial Advisor, hear how and why this makes him stand out from other financial advisors.

Then, if we chose retirement planning topics like kids choose teams on the playground, guess which topic would be picked last?  Kiplinger says it would be estate planning.  Hear how Rod makes creating an estate plan fun and easy! 

Okay, here’s something I didn’t know:  A story in The Atlantic says Sir Isaac Newton was a wealthy man … until he got greedy.  Newton sold off his “safe” holdings so he could invest more in a stock market boom.  But then the market tanked, and he lost what today would be the equivalent of about $4 million!  Isaac Newton was a pretty smart guy –  Rod discusses the lesson we can learn from his moves! 

Call to meet with Rod today for a Complimentary Portfolio Review! This is a great time to take a look at your plan to make sure you are on track - you control your financial destiny!