MAKE THE RIGHT FINANCIAL MOVE

 

RhoadsLife Retirement Planning

Welcome to RhoadsLife Retirement Planning

Call us at (484)509-1784

Get better retirement planning

Don’t think of insurance companies as offering only financial products to protect against loss. Think of their products as a tax-savvy income sources you can hold onto and use for your entire life. Buying into a policy early—or buying one for your children—can have incredible financial benefits for your family for generations.

Annuities and Life Insurance products have cash values that grow competitively, and provide convenient means for wealth transfer in the event of an untimely death.

And these financial products will retain their cash value when the market collapses – unlike a 401k, IRA or Mutual Fund.

Dan is an appointed representative for 8 of the biggest insurance companies offering highly competitive financial products. These are financial products protected against market corrections.

Why not call and hear more? There’s no obligation to meet with Dan Rhoads, and see what you’re missing for retirement planning.

Sound Retirement Planning Advice


Accumulation

Find out about financial products that offer returns based on how major market indexes perform. So when the economy is going up, you’re going up, too.

Lock In Gains

Protect your principal and lock in each year’s gains with minimum interest rates. This way, when the market goes down, you don’t go down with it.

Tax-Integration

Select financial products that integrate with your strategies for taxes, social security, inheritance, and financial aid. We’ll help to set you up for success at every turn.

Retirement Income

Create a supplementary source of retirement income for yourself, that will never run out. Protect your savings for life with us, and we will help you with Medicare and Long-Term Care, also.

Our Process

Meeting with Dan Rhoads is an important first step towards securing your financial future. It is an opportunity to get to know an advisor and share your goals and aspirations.

You are under no obligation and your initial meeting with Dan Rhoads will be relaxed, informal and is free for anyone!

What to Bring

  • A list of questions you have regarding your current financial situation.
  • Any account statements, budgets, or information about other areas of your financial life that you feel deserves immediate attention.
  • A list of financial goals you would like to achieve, both short- term and long-term.

​What to Expect

  • A professional evaluation to help clarify your financial goals and priorities.
  • Detailed information about our customized solutions, including risks, benefits and costs.
  • Recommendations on how to move forward.

Retirement Planning | Dan Rhoads, Independent Agent