Money Concepts- Rodger McAlister- Financial Advisor

I am a financial advisor in Louisville, Kentucky, and I have been helping clients plan for their financial futures since 1995. Over the course of my career, I have earned the dual designations of Certified Estate Planner® and Certified Financial Manager®. As a CEP®, I understand the importance of estate planning as it pertains to investment, insurance and retirement planning. I strive to put toget

her a well-designed estate plan for clients that will serve their families well in the future. In my capacity as a CFM®, I have proven myself in the areas of accounting and financial management. I work with my clients every day to maximize income strategies and tax efficiency to help them reach their financial objectives. I treat each client as I would a member of my own family, and I invest their dollars carefully and methodically, in a disciplined fashion. One area in which I specialize is in helping high-income professionals manage their active 401(k) plans. As an independent advisor, I have thousands of nonproprietary financial products and services available to me so that I’m able to deliver a customized financial strategy to each of my clients that best fits their specific situation.