Rodger has over 20 years of experience as a licensed Financial Advisor, providing clients with dynamic solutions to protect and enhance their lifestyles and financial security. He strongly feels that Main Street America should have the same investment opportunities as Wall Street and left the large wirehouse brokerage system in order to be independent and provide products and services from a wide variety of institutions. This enables him to find solutions that are in the best interest of the client rather than an investment firm and to keep fees reasonable. The in-depth planning process involves a complete review of a client's portfolio, financial situation and objectives. This includes (but is not limited to) their assets, liabilities, expenses, cash flow, retirement plans, asset allocation, insurance coverage, tax status, risk tolerance and time horizon. Rod specializes in investing and retirement planning and is proficient in all types of investments such as mutual funds, equities, bonds/fixed income, alternatives and annuities. He also coordinates with CPAs and attorneys to assist with tax planning, estate planning and risk management. Having extensive experience working with accounting and tax professionals in the NYC/NJ area he truly appreciates the important role they play in the financial planning process. Additionally, Rod proactively stays in touch with his clients. He actively monitors their accounts and conducts ongoing reviews to ensure plans are adjusted as life situations change and that rebalancing, tax loss harvesting, RMDs, etc. are performed as needed.Rodger also develops, designs and hosts educational seminars and presentations. Prior to becoming an Investment Adviser, he worked as an Investments Instructor and as a Research Assistant with Louis Rukeysers' Wall St.
Listed skills include 401K, Retirement, Financial Planning, Finance, and 34 others.
