Rhonda A Rothman

Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated.

That is where I come in. I take the time to get to know you and your preferences. I can help you anticipate and prepare for the best and worst scenarios. The relationship I establish with you enables me to focus on your needs, what you want for your family, and what you are currently doing.

My Mission

My mission is to profit through the affirmation of my honesty, good judgment and experiences. My values will not be confused or compromised while offering solutions that will strategically guide others to meet their financial goals and continue in the event of any catastrophic situation. My integrity will draw and maintain lifelong relationships and encourage lifelong independence.