Professional financial planning office in Green Bay
Green Bay's Trusted Financial Advisors

Your Wealth Built to Last Generations

We don't just manage money — we architect financial lives. From retirement income strategies to tax-efficient wealth preservation, Rhodes Retirement & Financial Planning turns uncertainty into a roadmap you can follow with confidence.

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Personalized Strategy
Tailored to your unique goals

Every client receives a comprehensive financial plan designed around their retirement timeline, risk tolerance, and legacy objectives — not a one-size-fits-all approach.

Fiduciary Standard — You Come First
Retirement Ready
Income planning experts
Local & Trusted
Green Bay community
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What We Offer

Comprehensive Financial Services

From the first day of retirement to the legacy you leave behind, we provide the full spectrum of financial planning services to protect and grow your wealth.

Retirement Planning

Build a retirement income strategy that covers your expenses, protects against market downturns, and gives you the freedom to enjoy your years ahead.

Investment Management

Professionally managed portfolios aligned with your goals and risk profile — rebalanced regularly and monitored continuously for optimal performance.

Tax Strategy

Minimize your tax burden through strategic planning across accounts, withdrawals, and investments — keeping more of what you've earned.

Estate & Legacy Planning

Protect your family's future with structured estate plans, trust strategies, and wealth transfer solutions that honor your values and intentions.

Risk Management

Safeguard your assets and income with comprehensive insurance analysis and risk mitigation strategies tailored to your personal and financial landscape.

Social Security Optimization

Maximize your Social Security benefits with strategic timing and planning that can meaningfully increase your lifetime income.

Rhodes Retirement & Financial Planning office interior
About Us

A Green Bay Tradition in Financial Excellence

For over two decades, Rhodes Retirement & Financial Planning has been the trusted partner for individuals and families across the Fox Valley seeking clarity, confidence, and control over their financial futures.

We believe that sound financial planning is about more than numbers on a spreadsheet — it's about understanding what matters most to you and building a strategy that aligns with your values, your timeline, and your vision for the future. Our fiduciary commitment means your interests always come first.

20+
Years of Service
100%
Fiduciary Standard
Our Process

A Clear Path to Financial Confidence

Working with us is straightforward. Here's how we turn your financial questions into a concrete plan of action.

01

Discovery

We begin with a thorough conversation about your goals, concerns, current financial picture, and what a secure future looks like for you.

02

Analysis

Our team examines your assets, liabilities, income streams, and risk tolerance to identify opportunities and potential gaps in your current strategy.

03

Strategy

We design a personalized financial plan with specific actions — investment allocation, retirement income timing, tax strategies, and risk protections.

04

Implementation

We execute the plan with you, providing ongoing monitoring, adjustments, and guidance as your life and the markets evolve.

Client Stories

Trusted by Green Bay Families

The relationships we build are our greatest measure of success. Here's what our clients have to say.

"After retiring, I was overwhelmed by questions about how to make my savings last. The team at Rhodes took the time to understand my lifestyle and built a plan that gave me real peace of mind. I actually look forward to our quarterly check-ins now."

M.T.
Married Couple, Green Bay
Retired Educators

"I was skeptical about working with a financial advisor, but the clarity I gained from my first meeting was remarkable. They explained everything in plain language and never pushed products I didn't need. That honesty is rare."

D.K.
Business Owner, De Pere
Pre-Retirement Planning

"When my husband passed, I felt completely lost financially. The Rhodes team walked me through every option with patience and genuine compassion. They helped me feel secure again — something I thought was impossible at that point."

S.H.
Widow, Appleton Area
Estate & Income Planning

Ready to Take Control of Your Financial Future?

Schedule a complimentary consultation with our team. We'll discuss your goals, answer your questions, and show you exactly how we can help — no obligation, no pressure.

Request Your Free Consultation (920) 347-3600
Get In Touch

Let's Start a Conversation

Whether you're planning for retirement, managing investments, or navigating a major life transition, we're here to help. Reach out today.

Our Office
801 Hoffman Rd Ste 112
Green Bay, WI 54301
Office Hours
Monday – Friday: 9:00 AM – 5:00 PM
Saturday – Sunday: By Appointment

Send Us a Message

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