| |
If
you need investment services, Rodney C. Wilson, CPA can assist you in assessing your needs
and providing solutions to the financial strategy dilemmas of a wide range
of markets that encompass all age groups.
|
|
|
| If
you need investment services, we can assist you in assessing your needs
and providing solutions to the financial strategy dilemmas of a wide range
of markets that encompass all age groups.
We
bring together a portfolio of financial
products such as over 1900 mutual funds, Life insurance, Annuities, Health
and disability insurance which includes Long – Term care, Qualified
plans, and business insurance plans. We are aligned with some of the
worlds largest and most respected companies.
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|
Breakdown of Investment
Planning Services |
| 1 |
Basic
personal financial planning consultation, including net worth
analysis, setting of goals and computing funding targets to achieve
goals. |
| 2 |
Review
of investment portfolios by Rodney C. Wilson, CPA. |
| 3 |
Detailed
personal financial analysis and planning consultation, based on the
completion of a Personal Financial Planning Questionnaire and
analysis of income and spending. |
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|
