A Rhodes Wilson, MBA, EA, CFP®, CLU®

Financial Advisor

7790 Easton Rd, Suite 100
Ottsville, PA 18942
215-766-8500
rhodes@dynamicwealthsolutions.net

As a CERTIFIED FINANCIAL PLANNER® practitioner I strive to

- Maximize Client Prosperity
- Minimize Tax Liabilities
- Mitigate Risk Factors

I accomplish this by using my education at West Point and the University of South Dakota and my 30+ years of experience as a tax and financial planner to deliver:

FINANCIAL LEADERSHIP TO HELP YOU PROSPER

Specialties:

• Wealth Development
• Risk Reduction
• Tax Strategies*

*Services provided by strategic affiliations with quality providers. First Financial Group does not offer these products or provide services for them.

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AREAS OF FOCUS:

Business Strategies

Connecting the dots to help protect and grow both your business and personal balance sheets.

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Personal Strategies

Life is unpredictable. You need a strategy that builds and protects, no matter what happens.

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Investments

Just because everybody’s doing it, doesn’t always mean it’s such a great idea. Or, maybe it is. How will you know?

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Interactive Resource Centers

We've curated a vast collection of Articles, Videos and Calculators designed to help you develop effective financial and lifestyle strategies

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Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

FINANCIAL VIDEO LIBRARY

When Markets React

When markets shift, experienced investors stick to their strategy.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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Saving for College 101

Here's a crash course on saving for college.

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Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

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Interactive Tools & Resources

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

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Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

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The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

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5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

Rhodes Wilson is a Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC. Supervisory Office: 7101 Wisconsin Ave, Suite 1200, Bethesda, MD 20814. (301) 907-9030. CRN202503-6974539