Jimmy Rogers
- Role
- Shareholder at Pds Planning, Inc
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
About Jimmy Rogers
At PDS, we embrace the true fiduciary responsibility we have to our clients. Our focus is…
Experience
Shareholder
Jan 2020 — Present
Serving clients since 1985, the fee-only financial advisors at PDS Planning have delivered unbiased financial planning and portfolio management advice to clients, tailored to their specific needs for a fair and transparent fixed, flat fee. We believe our work should enhance the client’s wealth, not ours.
Skills
- Management Consulting
- Alternative Investments
- Financial Advisory
- Investment Strategies
- Retirement
- Wealth
- Fixed Annuities
- Portfolio Management
- 401k
- Retirement Planning
- Marketing
- Series 7
- Wealth Management
- Investment Management
- Leadership
- Asset Allocation
- Asset Management
- Securities
- Finance
- Business Strategy
- Strategic Financial Planning
- Asset Managment
- Mutual Funds
- Investment Advisory
- Investments
- Equities
- Estate Planning
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