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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