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A Personal Guide to Understanding and Planning
for a Safe and Secure Retirement |
About Us |
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Brad Rhodes | Retirement Advisor
Brad Rhodes is the founder and president of Brad Rhodes Financial. He specializes in helping retirees and pre-retirees avoid the financial pitfalls that threaten their happy retirements. Brad loves his work and his clients. He truly enjoys presenting opportunities and strategies that help individuals and couples retire with a guaranteed income for life.
Since 1992, Brad has had the very good fortune of being trained by one of the best financial educators in the country—his dad. And from his dad, he learned early on that you need two things to succeed in a career of financial advice. First, you need to concentrate on the needs of others before yourself; second, it’s important to treat folks the way you would want people to treat your mom. Brad lives in Lexington, North Carolina, with his wife, Jackie. He is the proud father of two daughters, Tori and Ashley. |
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Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. There have been recent cost increases in Medicare that affects retirees. Contact me to learn more about cost challenges, prescription costs, and needing more income further into retirement that you may have not seen when first retiring. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
“With the uncertainty in today’s economic environment, I can sleep at night knowing that
my clients have never lost a dime of their retirement funds when they’ve followed our recommendations.
There is something special about helping people enjoy true peace of mind about their retirement future.
It is my sincere wish to give you that peace of mind.”
—Brad Rhodes
my clients have never lost a dime of their retirement funds when they’ve followed our recommendations.
There is something special about helping people enjoy true peace of mind about their retirement future.
It is my sincere wish to give you that peace of mind.”
—Brad Rhodes
We Love To Meet New People!
