Rodney Boelter

Financial Planner

Rodney Boelter, ChFC(R), RIPC(R), is a financial planner with over 20 years of experience.  As a Chartered Financial Consultant and Retirement Income Certified Professional, he has the knowledge to help guide you through various financial situations that arise in life.  Rodney's goals are to improve your situation,  educate you, and clarify complicated products and concepts so they are more easily understood.

Rodney is available to meet with you (by phone, in person, or video conference) to discuss your financial goals and concerns. He is your financial guide and resource who will work with you to develop a plan to help alleviate your concerns so you can realize your financial goals. In the end, it is my hope that you will have a feeling of relief and accomplishment knowing you are prepared for whatever life brings. By understanding what is important to you and why, I will help build a plan made for you; one that is custom and not off the rack.

Contact Rodney today.

Phone 602-770-4523
Fax 480-638-2200
Mobile Phone 602-770-4523