FINANCIAL PLANNING - RETIREMENT PLANNING - ESTATE PLANNING
INVESTMENT STRATEGIES - SHORT AND LONG TERM GOALS
We've designed and implemented strategies to help clients meet their current and long-term financial goals for decades. Have questions about investments, retirement, cash flow, budgeting, taxes, insurance, estate planning and more? We can help find solutions and get your financial house in order through a systematic process of planning and portfolio construction.
We start with a "pen and paper" meeting to gather information about you and your life situation. We explain what we do and how we can help. Then we analyze your portfolio and create a plan custom tailored to suit your needs and accomplish your goals. We partner with the Brinkman Academy and utilize tools such as the Transformation Life Balance Wheel and Five Stages of Habit Development to incorporate processes into our planning which help clients achieve and maintain an optimal Life Balance. See these helpful videos to learn about how you can find order, financial peace and improved quality of life.
With collectively over 35 years of experience in the financial services industry, our fully licensed and credentialed team is committed to ethics and integrity. We have chosen to be fully independent and are not affiliated with any bank or wirehouse. You can count on unbiased recommendations, impartial guidance and ongoing support.
Serving NY/NJ and the outlying areas, Rodger Thomas is offering the following services not limited to: Tax Management, Investment Adviser, Estate Taxes, and Wealth Management and Life Insurance. He is registered with and securities offered through Newbridge Securities Corporation, Member FINRA, SIPC and Investment Advisory Services offered through Newbridge Financial Services Group Inc., an SEC Registered Investment Adviser. Office of Supervisory Jurisdiction: 1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432. Toll-Free (877) 477-9625 Phone (954) 334-3450 Fax (954) 489-2390. Please consult a tax professional for any tax related matters. Check the background of these financial professionals on FINRA's BrokerCheck. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Rodger Thomas, Shield Capital Advisory, Newbridge Financial Services Group, Inc. and their affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
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