Rexroadloweth Wealth Management

Rex is an independent financial advisor who specializes in comprehensive wealth management. He began his private practice in financial services in 1989 and soon became a district manager of AXA Advisors, LLC. In 1997, he resumed his private practice and transferred his broker/dealer services to Commonwealth Financial Network(R) seven years later.

A financial plan is a written document detailing strategies designed to bridge the gap between where you are today and where you want to be in the future. A crucial component of the financial planning process is to discover the goals and dreams that inspire you and guide your life. Perhaps you want to ensure a comfortable retirement, provide for a child's education, leave a legacy for your family or benefit a favorite charity.

It is no secret that there are many investment choices for consumers in today's world. There also is no shortage of stock tips or do-it-yourself advice from the talking heads in the media. Though some would have you believe that managing your investments is a simple task, we know that the world of investing can be overwhelming.

We employ a three-part portfolio strategy designed to withstand turbulent market shifts and hedge inflation. We next take into account anticipated life events and goals and incorporate projected investment growth, retirement income needs and inflation. Finally, determining which assets to liquidate and when to do so requires careful analysis of projected returns, income streams and taxable consequences.

Insurance is a tool that can play a major role in your financial plan. While there is an insurance product available for nearly every situation imaginable, that does not mean that you need to own it all. Do you know what would happen to your family financially if you or another family member died unexpectedly?