Broker Check

Get Started Now!

Working with a trusted financial partner is one of the most important decisions you can make for your financial future.

Working with a trusted financial partner is one of the most important decisions you can make for your financial future.

Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.

  • Are you nervous about market volatility?
  • Do you wonder if you are truly prepared for retirement?
  • Do you have specific questions about your financial plan?
  • Would you like a second opinion on your investments or retirement plan?

We’re Here To Help Virtually

We offer a no-cost introductory Q&A session to help answer your questions, learn more about your goals, and see how we may be able to help.

In our no-cost introductory phone call, we’ll discuss:

  • Which financial questions do you have?
  • What worries you about your financial future?
  • What are your concerns or goals when it comes to investing?

How To Prepare For Our Call

You don’t need to do anything to prepare for the meeting, and there’s no cost or commitment for the call. It may be helpful to collect your financial questions so we can review them together. During our discussion, we’ll answer any specific questions you may have, and take the time to learn about your values, goals, and objectives.

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.
Call 314-492-5999 or email joe.roddy@lpl.com.

Have a Question?

Thank you!
Oops!