At the Rhodes Financial Group, we concentrate on comprehensive financial planning for individuals and business owners. Our services are focused on providing clients with advice on issues of advanced estate/asset protection strategies, wealth accumulation, estate tax payment techniques, personal risk management and investment analysis. After many years of using the "Endowment Approach", we continue to believe this methodology applied to individual clients remains the most effective in reaching their goals and objectives. The Rhodes Financial Group has been helping people plan their future and their legacy for over 22 years. 

Our approach to personal financial planning is to obtain from clients significant financial and other relevant information including, but not limited to: time horizon, asset protection needs, risk tolerance, goals and objectives. Next, we analyze the information to develop alternatives for consideration and educate the client about the implications of selecting a particular alternative. Finally, we help to implement the alternative selected by the client and periodically review and update the plan that has been adopted.

It is our goal to become your chief financial advisor and to coordinate the efforts of your other advisors (e.g., CPA, attorney) in your best interests. We want you to be educated about your own financial affairs and to take a very active role in managing them.

The Rhodes Financial Group is not limited to the state of Texas, as we currently have clients in multiple states.