The Optimized Retirement

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.

What is The Optimized Retirement?

The Optimized Retirement Live Show Recordings

Our support Team

Meet our support team— 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.

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 children, Laikyn and Dawson.

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.

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.

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.

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