At the Rodman-Moore Group, we seek to combine a tailored client approach with the world-class resources of Morgan Stanley to help focus on clients' Lifestyle and Legacy. We strive to create a plan that satisfies your future needs without sacrificing the quality of your life today or tomorrow, while eliminating as much financial anxiety as possible. Retirement may comprise half of an adult life, an
d clients often don’t have a well-defined view of their golden years. Many aren’t prepared for the freedom and challenges it brings. So, beyond providing financial guidance, we help clients visualize their retirement—and understand the opportunities available— so they can better imagine how they want to spend the rest of their lives. By doing so, we’re trying to change the concept of what traditional retirement planning encompasses. Our Financial Advisors possesses an in-depth knowledge of financial planning, estate planning and capital markets. Our team includes a CERTIFIED FINANCIAL PLANNER® who's met rigorous education and training standards and has demonstrated a competency in comprehensive financial planning. Each plan we develop is different because each client is different. Simply put, we feel generic financial planning and asset allocation models aren’t in the best interests of our clients. Our group works with a broad range of clients, including corporate professionals, civil service workers, small business owners, multi-generational families and others. Many have been clients for decades. Most clients are either approaching retirement or already retired; we encourage prospective clients to consider retirement planning sooner than later. To provide an ideal level of personalized, attentive service, we limit the size of our clientele. We invite you to learn more about what our group offers and welcome the opportunity to have a conversation with you.
