We get that business owners are strapped for time - juggling family, your business, personal goals, and a myriad of other activities. As a business owner himself, Rodd understands your experience...so that's why he is dedicated to partnering with business owners to help:
From startups to established companies, we offer more than an off-the-shelf 401(k) plan to ensure a quality experience.
We help with corporate cash management and putting the right investments in the right accounts - personal or business.
We develop retention plans that include packages and performance incentives tailored to retain your top talent.
We craft strategies that seek to safeguard your legacy and financial interests for a sale or transition.
A transferable business is important at any stage of a professional career, even if the owner is not actively seeking to exit their business. The Value Acceleration Methodology™ is a strategic framework for planning and executing a business exit.
Learn more and download our free ebook!
What Is My Next Step?
1) Whether you are ready to meet a financial advisor early in life or a bit later, it is IMPORTANT to:
2) Schedule a Complimentary Explore and FIT Meeting
It's free! How can you say "no" to free? Together, we will explore whether your needs and goals are a fit for the financial services we provide. We understand: sometimes it's a match, sometimes it isn't. Sometimes, you're ready to move quickly. Other times, you need more time to think. We are not here to build up our numbers; we are here to build relationships and service your wealth management needs.
It's okay and you should ask. What are your fees? It depends, but generally we are compensated from 3 main ones: