As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.
The focus of my business is estate planning, wealth accumulation and risk management strategies that help address the following concerns:
* Taxation, Protection and Distribution of Assets
* Pension and Retirement Planning
* Tax Efficient Wealth Accumulation and Preservation
* Asset Allocation -- where you build your assets and why
* Family Protection
Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life insurance agent, and a Registered Representative of NYLIFE Securities [7500 College Blvd. Suite 800, Overland Park, KS 66210 Ph. 913-451-9100], I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.
Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.
Paul H. Rhodes & Associates is licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of MO, KS, TX, and IL,. No insurance business may be conducted outside these states referenced.
Paul H. Rhodes & Associates is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of MO, KS,TX, and ND. No offers may be made or accepted from any resident outside the specific states referenced. Paul H. Rhodes and Associates is not owned or operated by NYLIFE Securities or its affiliates.
Neither Paul H. Rhodes and Associates nor its agents, provides tax, legal, or accouting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
Paul H. Rhodes is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.
