Corporate Insurance

“Corporate insurance” is a broad description that can be broken down into many categories. Business Owners are exposed to many liabilities and Rodney Rich & Company can help with finding resolutions to these potential problems. Examples of some of these solutions are:
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  • Buy/Sell Insurance
  • Executive Term Life Policies
  • Key-Man Life Insurance
  • Disability Buy-out
  • Business Overhead Expense

Investment Planning

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Rodney Rich & Company is a premier brokerage firm offering general securities services to corporate and individual investors through our broker dealer Cadaret, Grant & Co., Inc. Founded in 1985, Cadaret, Grant is one of the largest privately owned independent broker/dealers in the country, servicing more than 900 financial advisors in branch offices nationwide.

Maintaining an independent firm gives us flexibility and access to many investment vehicles and a broad array of companies. We give you a real, local expert to rely on and can provide you with a variety of investment tools including

  • 529 College Savings Plans
  • IRA’s, ROTH IRA’s
  • Retirement Planning & Rollovers
  • Stocks, Bonds, Mutual Funds
  • Trust & Estate Planning
  • Variable Annuities