DAILY MARKET COMMENTARY-DON SELKIN, CHIEF MARKET STRATEGIST

About Us

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Planning Futures

Comprehensive Financial, Retirement and Life Planning

Comprehensive Financial, Retirement and Life Planning

 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. 

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Comprehensive Financial, Retirement and Life Planning

Comprehensive Financial, Retirement and Life Planning

Comprehensive Financial, Retirement and Life Planning

   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.   

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Why Us?

Comprehensive Financial, Retirement and Life Planning

Why Us?

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. 



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Access calculators to answer planning questions such as "How Much Should I Save for Retirement?"

Our Team

Senior Financial Advisor

Rodger Thomas, President & Senior Financial Advisor

Licenses: Series 7, Series 65, Series 66, Life and Health Insurance


Education:  

University of Puget Sound, Washington

Bachelor of Arts: Business Administration and Communications

Graduated 1992 


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.

Giselle Ann Thomas, Registered Representative

Giselle Ann Thomas, Senior Registered Sales Assistant

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.

Contact Us

Drop us a line!

Shield Capital Advisory

415 Spruce Street, Roselle Park, NJ 07204

Phone: (973) 548-8044 Fax: (844) 348-1881 E-mail: rthomas@shieldcapital.org

Hours

Open Monday - Friday 9am-5pm

Saturday & Sunday by appointment