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 to 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, explain what we do and how we can help, then 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 out these helpful videos to learn about how you can find order, financial peace and improved quality of life.
Have questions about Medicare? As licensed life and health insurance agents we can help answer your questions and select the optimal plan for your particular situation. Click below for a brief explanation of the different parts and costs of Medicare.
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.
Licenses: Series 7, Series 65, Series 66, Life and Health Insurance
University of Puget Sound, Washington
Bachelor of Arts: Business Administration and Communications
Rod has over 20 years of experience as a licensed Financial Advisor, providing clients with dynamic solutions to protect and enhance their lifestyles and financial security. He strongly feels that Main Street America should have the same investment opportunities as Wall Street, leaving the large wirehouse brokerage system to be independent and provide products and services from a wide variety of institutions. This enables him to find solutions that are in the best interest of the client, rather than an investment firm, and to keep fees low.
The in-depth planning process involves a complete review of a client's portfolio, financial situation and objectives. This includes their assets, liabilities, expenses, cash flow, retirement plans, asset allocation, insurance coverage, tax status, risk tolerance and time horizon. Rod specializes in investing and retirement planning and is knowledgeable in all types of investment products such as mutual funds, stocks, bonds, alternatives and annuities. He also coordinates with CPAs and attorneys to assist with tax and estate planning, and risk management. Having extensive experience working with accounting and tax professionals in the NYC/NJ area he truly appreciates the important role they play in the financial planning process.
Clients can expect regular contact, active monitoring of their accounts and ongoing reviews to ensure their plans are adjusted as life situations change and that rebalancing, tax loss harvesting, etc. are performed as needed. As a licensed insurance agent Rod can also provide assistance with Medicare and help individuals select a plan that is best suited to meet their particular needs.
Additionally Rod also develops, designs and hosts educational seminars and presentations. Prior to becoming an Investment Adviser, he worked as an Investments Instructor and as a Research Assistant with Louis Rukeysers' Wall St.
In his spare time Rodger enjoys being with his 3 beautiful children and is very active in his community. He volunteers his time as Treasurer of Roselle Park Youth Football, Treasurer of the Roselle Park Cub Scouts and is a Trustee of the Community United Methodist Church. He is also a member of the CPA Plus Network.
Licenses: Series 7, Series 63, Series 65, Life and Health Insurance
Education: SUNY Empire State College. Bachelor of Science.
Giselle has over 15 years of experience in Financial Services and Investment Management.
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.
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