Our Process
From the initial consultation to receiving your personalized plan and ultimately enjoying a secure, predictable retirement, each step is designed to guide you confidently toward your financial future.
The first step is an initial phone call or consultation with Brad Rhodes, where you'll discuss your retirement goals, current financial situation, and future aspirations. This conversation helps lay the foundation for a personalized retirement strategy tailored to your needs.
After the initial consultation, you'll receive a personalized retirement plan designed specifically for your goals and financial situation. This plan outlines clear steps and strategies to help you achieve a confident and secure retirement.
You’ll enjoy a secure and predictable retirement with a strategy built to provide confidence and peace of mind. With your personalized plan in place, you can focus on living the retirement you’ve envisioned.
services we offer
Income Planning
I help clients maximize their Social Security benefits and create a reliable, protected income stream for life—so they can retire with confidence and peace of mind.
IRA Distribution Planning
Navigating IRA and 401(k) distribution rules can be complex. I specialize in helping clients avoid costly mistakes and develop smart, tax-efficient strategies for their retirement savings.
Medicare Options
With 33 years of experience, I guide individuals through the Medicare process—whether it’s choosing a Medicare Supplement or Advantage Plan—making sure they feel informed and supported every step of the way.
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.