Jeff Grodsky

WORK HISTORY

EDUCATION

SKILLS

ABOUT JEFF GRODSKY

Experienced financial planner and advisor with expertise in retirement planning, investment management, tax planning strategies, cash flow and debt management, estate planning techniques, and insurance assessment. I specialize in working with high net worth families and small businesses and am passionate about helping clients find the best strategies for their unique financial needs and goals. No minimums to invest and we offer a complementary, no obligation consultation to see how we can help.Financial planner l Financial advisorEmail: j•••@rowhousefinancial.comI help clients obtain a secure retirement by using investment management with appropriate asset allocation and risk management, cash flow planning, and tax mitigation strategies through the different financial stages of accumulation, preservation, and distribution. My understanding of investments and their associated risks and advantages within a portfolio is a core strength. I also can help small businesses with retirement plan selection and implementation and associated benefits that helps ensure the business grows and retains talent. Another passion of mine is helping individuals going through a divorce to achieve equitable settlements.CORE COMPENTENCIES-Investment analysis-Retirement modeling-Cash flow planning-Divorce financial analysis-Small business retirement plans-Compliance-Operations-The fiduciary standard of care-Relationship buildingContact me at j•••@rowhousefinancial.com or 41••••••64 to make a connection.Avantax is a distinct community within Cetera Wealth Services LLC. Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.