Christiana Rodgers: Financial Advisor
We are a full service Financial Planning and Retirement Benefits firm specializing in wealth management and retirement planning strategies for individual professionals, small business owners, executives and retirees.
Our primary goal is to help our clients build, preserve and distribute their assets in the most tax efficient manner. We also recognize the unique needs of small business owners and executives.
In order to develop comprehensive, personalized financial solutions to meet our client’s needs it is critical to have a solid understanding of each client’s individual situation, goals and objectives, risk tolerance and time frame. Through a detailed analysis, continued education and support and a disciplined process we work with our clients to create a comprehensive strategy to address their goals and evolving needs.
We also work closely with employers, executives and small business owners to address their retirement benefit needs. We understand that plan management can be a time consuming and complex task. We work with you to identify employer and employee needs and to address such topics as fiduciary risk, fee transparency, legislation changes, employee communication/ education and investment selection. Ultimately, we strive to make the process of identifying and adopting the plan that best fits your organization a smooth one.
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