Alan Rhode, as the Founder and CEO of Modern Wealth, is at the forefront of redefining financial planning for business owners seeking to transition into retirement. With a deep understanding of the unique challenges faced by entrepreneurs, Alan leverages his expertise in Exit Planning and...
Alan Rhode, as the Founder and CEO of Modern Wealth, is at the forefront of redefining financial planning for business owners seeking to transition into retirement. With a deep understanding of the unique challenges faced by entrepreneurs, Alan leverages his expertise in Exit Planning and Value Acceleration Methodology™ to guide clients through the intricate process of selling or transitioning their businesses. His commitment to challenging the status quo is evident in Modern Wealth's innovative approach, which integrates Financial Planning, Life Planning, and a seamless onboarding process known as EVOKE®, culminating in a personalized Dynamic Plan™ tailored to each client's aspirations.
Under Alan's leadership, Modern Wealth has successfully implemented key projects that empower business owners to not only achieve financial security but also to reclaim the freedom they initially sought when starting their ventures. By focusing on holistic strategies that encompass Tax Preparation, Trust Services, and Universal Life Insurance, Alan ensures that clients are well-equipped to navigate the complexities of retirement savings and employee benefits. His status as a Certified Financial Planner further enhances his ability to deliver comprehensive solutions that align with clients' long-term goals.
Alan's passion for helping business owners transition smoothly into retirement is matched by his dedication to fostering meaningful relationships with clients. He believes that financial planning should be a collaborative journey, one that prioritizes the client's vision of their best life. Through Modern Wealth, Alan Rhode continues to inspire and empower entrepreneurs to embrace their next chapter with confidence and clarity.
