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Our Process

Our Process

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Financial planning for you and your family.

Financial planning for you and your family.

Whatever your financial goals may be —spending more time with your family in retirement, traveling the world, buying a house, starting a small business, sending your children to college — we can help you develop a plan for your personal financial journey.

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Personalized and holistic advice

Personalized and holistic advice

With decades of combined experience, we have the knowledge, tools, and capabilities to be your coach and partner throughout your financial journey. Your circumstances and goals are unique, and we believe in tailored plans and advice that reflect your individuality. Read below to hear more about our values and the services we offer.

  • Services we offer

    We can assist with many of your financial needs including: 

    Retirement planning

    Life insurance and other insurance planning

    401(k) and other employer-sponsored retirement plans

    Investment management

    Tax management

    Estate conservation

    Full financial planning

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  • Dave Ramsey SmartVestor Pro

    We believe that achieving financial peace is critical to your overall well-being. Ramsey Solutions offers a variety of tools you can use to find financial peace in your life. One of those tools is the SmartVestor Pro, which connects you with a financial planner in your area. Rod Rollins has been a SmartVestor Pro for 12 years. We are happy to share more about Dave Ramsey, Financial Peace University, debt payoff strategies, and saving for your future.

    Working with an investment professional who is part of the SmartVestor™ advertising service cannot guarantee investment success or that you will achieve your financial goals. There can be no assurance that working with a SmartVestor™ Pro will produce better outcomes than working with an advisor not participating in the SmartVestor™ program. Investment professionals participating in the SmartVestor™ program pay advertising fees to have their name and information disseminated to the investing public via the SmartVestor™ program. Neither Ramsey Solutions nor the SmartVestor™ program is affiliated with NEXT Financial Group, Inc. and are not sponsored or endorsed by NEXT Financial Group, Inc.

  • Family and community oriented

    We are a family firm, and we love serving generations of clients. Financial planning should be a conversation that involves you, your spouse/partner, your children, your parents, the close friends you have chosen as family, or anyone else you see as a partner in your financial journey. We value our community and seek opportunities to serve our neighbors, our churches, our schools, and our local nonprofits.

Meet our financial advisors

Rod and Ashlyn are licensed financial professionals who are dedicated to meeting your needs. We also have a full staff who are here to assist you and ensure you receive optimal service.

Meet Our Team

Resources

We want out clients to be financially savvy. Browse our library to start your path to financial education.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

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Building Your Legacy

Building Your Legacy

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Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

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And the Executor Is

And the Executor Is

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Emerging Market Opportunities

Emerging Market Opportunities

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What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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