Rodney Plaskett

Rodney Plaskett
Advisor
 

My goal is to provide my clients with the right professional guidance for their stage in life. Affiliation with specialists in special needs, millennials needs, and the near/post retirement boomers enables me to effectively provide insightful career and financial solutions. I partner with experts who work with clients to first uncover their true needs and then provide them with the be possible solutions. Perspective, insight and a desire to help you to live life to the fullest is what you will receive when you partner with me at Fortis Lux Financial.

If you don’t have a financial plan I would like to meet with you to begin setting one up. If you have a financial plan an independent review may uncover gaps that you would want to be cogizant of sooner rather than later. Even though I have been in finance for many years, at Fortis Lux I am constantly learning new strategies for protecting, growing and distributing wealth.

A decade of practicing law at two major wall street law firms, a Fortune 500 corporation and over two decades of providing investment advice to institutional investors has provided me with a broad range of financial and life insights.

I provide financial planning as part of a team of equally experienced investment professionals as I believe two or more heads working toward the same goal, your success, are better than one.

Life Insurance, Disability Insurance, Asset Management (Stocks & Bonds), Annuities, and Long-Term Care make up some of the essential building blocks of protecting and growing family wealth and well-being.

What’s in your wallet?

I am licensed to sell insurance in New York.