The Birth of Rodgers & Associates, as told by the firm’s founder, Rick Rodgers.
“We broke away… to be independent, with the objective of being a wealth management firm that focused on efficiency, to be our clients’ chief financial officer, and to specialize in working with people who were retired or about to retire.”
“Financial planning is [...]
When creating an investment portfolio, consider what the risk tolerance is and the time horizon. Conjure an investment portfolio for a retirement or shorter financial goals with ideas from a financial planner in free personal-finance video.
Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: Bing Hu
Duration : 0:2:47
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Thinking about retirement at 27 may sound pretty unlikely, but this customer is just downright ahead of the game. It’s never too early to start saving for your retirement. Our own Dan Greenshields offers some great strategies on how to line up your long-term strategic goals with your retirement savings plans.
Duration : 0:1:15
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When designing a savings plan, it is wise to calculate a working budget for figuring out extra money to dedicate to the plan. Formulate a savings plan for short-term goals or retirement with tips from a financial planner in free personal-finance video.
Expert: Julie Asti, CFP
Bio: Julie Asti works as a financial planner for Asti Financial.
Filmmaker: [...]
