Rohde Financial
Menu

Retire Tax-Free. Keep More of What You’ve Earned.

Helping individuals, families and business owners build tax advantaged, risk-protected asset growth and retirement income through smart financial strategies.

Book on Calendly Book via Google

About Brett Rohde

Brett Rohde

Brett Rohde

Licensed in CA (#4343102)

I’m a financial professional dedicated to helping people protect their money from taxes, inflation, and market downturns using modern life insurance strategies like IUL. Education first, product second — and if it’s not the right fit, I’ll tell you. Your info stays private — no spam.

What to expect on the first call

  • Clarify your goals & current plan
  • Model a tax-free income path (base vs stretch scenario)
  • Get clear next steps, with zero pressure

Frequently Asked Questions

Do you charge for consultations?

No — our first call is free and focused on education. If we decide to move forward, I’ll explain exactly how I’m compensated.

Is this the same as a 401(k) or IRA?

No. Traditional retirement accounts grow tax-deferred, meaning withdrawals are taxable. My strategies are designed for tax-free income.

What if I already have a financial advisor?

That’s great! I work alongside CPAs, advisors, and business managers to add value. I’ll never push you to leave a relationship that’s working.

How safe is my money?

I use products backed by highly rated insurance carriers. Your principal is protected from market downturns, and guarantees rely on the insurer’s claims-paying ability.

Who is this best suited for?

Business owners, professionals, and families who want predictable, tax-free retirement income and protection from taxes, inflation, and risk.

What’s the next step if I’m interested?

Simply book a free consultation. We’ll review your situation, run scenarios, and you’ll decide if it makes sense.

Ready to start?

Choose a time that works for you. No pressure — just clarity.

Book on Calendly Book via Google