Our Partnership With You
One of the most important components of any successful advisory relationship is truly understanding who you are as a person. That is why we focus on what is most important to you, both financially and personally.
We look at all the major aspects of your financial life, including your specific values and goals as well as your time horizon, income and liquidity needs and ability and willingness to take risk. Together, we will define your personal definition of financial success and work with you to translate this into prioritized goals.
Get a Second Opinion About Your Financial Plan
Are you successfully meeting your financial goals?
Schedule a meeting with us for a second opinion on your investment strategy by calling 818-325-3903 or email us at info@roodfinancial.com.
There's no obligation and the valuable information we'll provide during your meeting is yours to keep.