YOU'VE MADE IT!
Now - Let's Protect Your Retirement
THE RETIREMENT DESCENT: WHERE STRATEGY MEETS SECURITY
Most Recent Case Studies
“Everyone’s retirement journey looks slightly different — but it shouldn’t be a financial guessing game”
Wouldn’t it be nice to have your cake and eat it too? Watch this video to discover real-life retirement strategies that protect your principal, generate income, and grow your savings — all at the same time.
We all know things are getting more expensive, but one thing that is rarely discussed is the increasing talk of projected Medicare Premiums. In this video, Brad outlines how he helped one of his clients generate more income.
Where We Are Different
Contrary to popular belief, retirement planning can be exciting – setting yourself up for success and security.
“My promise as a Certified Financial Fiduciary is to always act in your best interest and to bring value into every customer encounter while delivering professional expertise and exceptional service.”
PODCAST
The Optimized Retirement
Join Brad Rhodes as he breaks down complex retirement strategies. Don’t miss out on these valuable tips for building a strong financial future.
Our Expert Team
Meet our expert team—Brad, Tori, and Ashley—dedicated to guiding you toward a confident and secure retirement. With Brad leading as President and Tori and Ashley providing exceptional client support, we’re here to make your financial journey smooth and stress-free.
BRAD
Since 1992, Brad has considered it an absolute pleasure working with pre-retirees and retirees and feels blessed with his God-given role in life. As the host of the Safe Money & Income Radio show, Brad enjoys teaching people how to protect their hard-earned money. To be able to have genuine guarantees with your retirement dollars and income is what a lot of folks are wanting.
Tori
Tori is our dedicated Client Care Specialist, helping clients feel welcome and cared for from the very first phone call. She’s often the friendly voice on the phone, handling calls and appointment scheduling with care. Tori lives in Lexington with her husband and their daughter, Laikyn.
ASHLEY
Ashley serves as our Administrative Executive, keeping daily operations organized and efficient. She manages scheduling and ensures every appointment runs smoothly. Ashley lives in Lexington with her husband and their son, Miles.
“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 with our recommendations. There is something special about helping people have peace of mind about their retirement future. It is my sincere wish to give you that peace of mind.” -Brad Rhodes
Here's what some clients
think of our work...
I’ve worked with Brad for a while now, and when I retired and rolled over my 401(k) into an IRA, I was looking for a way to generate reliable monthly income without touching my principal. Brad carefully reviewed my options and set up a plan where I only withdraw the interest from my IRA each month, leaving the principal intact. Even with lower interest rates, he secured a competitive rate that works for me.
Thanks to Brad’s strategy, I now receive a steady monthly income directly into my checking account, without ever dipping into my savings. It’s a perfect solution—providing the income I need while keeping my retirement funds secure for the future. I’m really grateful for his expertise and thoughtful planning.
Pam G.
Lexington, NC
My wife and I worked with Brad to set up an IRA focused on growth, since we don’t need to access the money for 8-10 years. Brad recommended a strategy that lets us participate in the S&P 500’s gains with zero risk—if the market goes up, we share in the gains; if it drops, our principal and interest are fully protected. We love this approach because it offers growth potential without the worry of losing money during market downturns. Brad truly understood our goals and created a plan that gives us both security and opportunity.
Michael W.
Winston Salem, NC
Build your retirement plan with confidence
No matter your age, it’s never too early or too late to start planning for your future and retirement. If you’re just beginning, we can help you build a strong foundation. If you’re further along, we’ll work with you to fine-tune a plan that fits your family’s needs and your unique situation. Using safe money strategies today can bring you greater peace of mind and long-term security. Reach out to schedule your free, no-obligation consultation—available over the phone or in person.
336-746-4729
bradrhodesfinancial.com
255 Morning Star Ln Lexington, NC 27292
DISCLAIMER The information provided herein is the exclusive property of bradrhodesfinancial.com. This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.