Resources | Rexroad Retirement & Wealth Management

Getting Started

brochure-image
 

The Discovery Brochure

This is our way of getting to know you better.

Please complete and bring to your Discovery meeting.

​Download Brochure​ 

risk-profile-image
 

The Risk Profile

This is our way of assessing your risk tolerance level.

Please complete and bring to the appropriate meeting.

​Download Profile​ 

 

Helpful Links

aarp-logo
 
irs-logo
 
medicare-logo
 
ssa-logo
 
fox-logo
 
Bloomberg
 
cnbc-logo
 
Yahoo_Finance_Logo-340x340
 
morningstar-squarelogo