Eddy B. Roddy

CFP®, Certified Wealth Strategist, WA Real Estate Broker

WECU1184 Edgewater Ln, Lynden, WA 98264

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

Executives, Government & Military, Philanthropists

Major Milestones I Specialize In

Early Retirement or Financial Independence, First Job and Career Entry, Retirement Planning

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

I am working pro-bono for individuals that are financially challenged and those working for non-profits.

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.

Schedule a Consultation

Free initial consultation available

Financial Planner Certifications

Designations & Certifications

CFP®

Insurance Licenses

Life Insurance License (WA)

Health/Disability Insurance License (WA)

Technical Skills

Retirement Income and Distribution

Compensation

This planner self-certifies that the information in this profile is accurate. Consumers should independently verify the planner’s credentials, registration, and background through CFP Board, the SEC, and FINRA BrokerCheck.

Compensation Methods

Fee Only

Fee-only means a CFP® professional may describe his or her practice as "fee-only" if, and only if, all the planner's compensation from all client work comes exclusively from clients in the form of fixed, flat, hourly, percentage, or performance-based fees.

Hourly: Pay a fixed rate only for the time spent on your plan. Great if you have a few specific questions or need occasional advice on a flexible basis.