Our Services

The financial management process at Rhodes Financial Services begins with an in-depth evaluation of your current financial situation as well as an evaluation of your personal risk tolerance and time horizon. Once we've established your overall objectives, we’ll focus on your specific goals. With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you’re confident in and comfortable with the financial suggestions we make. Some of the services we offer: 1) Retirement planning 2) Maximizing retirement income 3) Professional management of your 401K 4) Reducing your taxes on investment or retirement income 5) Helping a child or grandchild achieve higher education 6) Investing for a long-term goal such as a home 7) Developing a comprehensive financial plan 8) Risk management