Our Services
At The Rhodes Financial Group, we provide expert assistance in the following areas:
Investments
- Bonds
- Common Stock
- Educational IRA
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Treasury Bills
- Government Securities
- Treasury Notes
- Fixed & Variable Annuities
- Alternative investments
- Private money managers
- 1031 and 1033 Exchanges
Financial Planning
- Comprehensive financial planning
- Retirement Plans
- Tax Plans
- 401k Planning
- 403b Planning
- College Plans
- Estate Plans
- Money Management
- 412e and money purchase plans
- Profit Sharing Plans
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
- Individual Health Insurance
- Group Health Insurance
Tax Planning
- Ordinary Income Tax and Capital Gain Tax Planning
- Estate Tax Planning
- Gift Tax Planning
- 412e Retirement Plans
- Cash Balance Retirement Plans
- Tax Advantaged Investment Strategies