Resources

We provide these resources as a service to our current clients as well as prospective clients looking for solid financial planning information.

If you are interested in pursuing a relationship with us, please call us at (425) 610-9762 or contact us. We gladly offer no-charge informational appointments to those who appear to be a match for our services.

A.L. Rhodes Quarterly Advisor • June 2013

  • A.L. Rhodes offers periodic advisories on issues of importance to you as you plan for your financial independence.

NAPFA.org: the National Association of Professional Financial Advisors

  • NAPFA POT Logo - GIFAlice is a NAPFA-Registered Advisor. NAPFA is the largest fee-only financial planners association in the U.S. Fee-only planners join NAPFA’s ranks to enhance their skills, share ideas with other like-minded financial advisors, and be part of a collective, influential voice on matters that affect them and their clients. Operating under a strict code of ethics and fiduciary oath, NAPFA members are trusted, objective financial advisors for consumers.

What is the fiduciary standard?

Jason Zweig, columnist for the Wall Street Journal, outlines the issues that are now being addressed in Congress over the standard of care that investment advisors have been adhering to since the 1940’s. Click here to read the article.

RIA Stands For You

  • P-4611812A.L. Rhodes Personal Financial Advisors LLC is a Registered Investment Advisor in Washington State.  RIA firms have a fiduciary duty to act in the best interest of their clients. At our firm, each client engagement begins with a personal financial plan, a plan that helps our clients define a desired lifestyle or deal in the best way with circumstances beyond their control. Then we develop customized portfolios to support each client’s unique financial plan. Learn more about what others have discovered about working with a Registered Investment Advisory firm. Please note  that you are leaving our website to view the following:

RIA-stories