Rodney Stockton

WORK HISTORY

EDUCATION

ABOUT RODNEY STOCKTON

Thank you for taking a moment to look through my profile. Before a pilot jumps in a plane to take off, he has a list of things he checks on the plane to make sure the plane is in good working condition. He wants to know that the plane can perform properly before he gets the plane in the air. We believe that a financial plan should work in all situations. Economic factors are always changing. To be able to change as rules and laws change, your plan should have certain characteristics and adhere to certain rules and principles, so that no matter what happens with taxes, interest rates, markets or any other economic factor, your plan will be able to perform and see you through your entire journey. Below you will see the Rules we’ve laid out so that your plan will be able to withstand anything that may come along. As we move through this process, we will be referring to these rules on a regular basis. These will help to keep you on track, as well as help in decision making. Rules for the Ideal Financial Plan: • Systematic flow of money into your plan – Saving at least 15% of your income. • Rate of Return on all Assets. An efficient and productive Model uses the Flow of Money and Multiplier. • Accessibility - Money should be available and not locked up. • Minimum taxes during accumulation. Avoid as much tax as possible – Tax-Free, Tax Exempt or Tax Deferred • Minimum tax during distribution. • Ease of distribution. • Maximum protection: Contingencies for disability, death, tax changes, market fluctuations, emergencies, and unforeseen factors. • Minimum risk on overall plan. • Flexibility to change the plan as circumstances, rules and laws change. I was raised in New Mexico and lived in 8 towns growing up. I played basketball in high school and also my first year of college at New Mexico Military Institute. I moved to Austin, TX in 1992 and began my career in financial services in 1993. After many years of searching and prayer, in 2015, I got married. My wife and I now live in Sacramento, CA. We both like to travel, hang out with friends, try out new restaurants and spend time with our families. We also enjoy serving and praying for others and getting involved in various ministries. To schedule a quick phone call, simply message me on LinkedIn or contact me at 51••••••42 or r•••••@fwaadvisors.com.