Financial Planning the ‘Hocking Valley Way’
Trust can make the difference in any relationship, especially one that involves investing and protecting your hard-earned money. We appreciate the trust you place in us and will always work hard to earn that trust. When you work with Rod Loveless and Hocking Valley Financial Solutions, you can expect:
Insight. Rod is a Certified Financial Planner™ professional, a hard-earned certification that signifies that he has undergone extensive training and testing. Knowledgeable and trained, impartial and thoughtful, Rod will put his analytical abilities to work for you to develop a customized financial plan that can help you achieve your financial objectives.
Innovation. Rod’s training allows him to identify ways that help maximize your returns. His approach is comprehensive, tying together all aspects of your financial life from budgeting to investments to savings to insurance.
Integrity. We are committed to treating our customers with respect, courtesy and honesty. Our only allegiance is to you. We are different from other financial services companies because we have no vested interest in particular investments. As an unbiased and objective resource, our only goal is to put together all elements of a successful plan in a way that is best for you.
A Sensible, Personal Approach
First, Rod will sit down and talk with you, listening and learning about your current situation and what your future financial and personal goals are. From there, he analyzes and evaluates your financial status, then works with you to develop your unique personal and financial plan. Along the way, as your life’s circumstances change, Rod will listen to your concerns and revise your plan as appropriate.
Meet Rod Loveless
Rod is the Senior Financial Advisor at Hocking Valley Financial Solutions and an Investment Executive of Infinex Investments, Inc., the broker/dealer through which products and services are offered. He is a Certified Financial Planner™ professional with more than 12 years of experience helping clients achieve their long-term financial goals. Rod earned his undergraduate degree in business from Ohio University. He is an Ohio native and currently lives in Athens with his wife Cathy and their sons Luke and Eli.
Already Have an Investment Portfolio?
In the medical world, it is never a bad idea to get a second opinion when faced with making a critical decision. In the same way, you should not hesitate to get “a second opinion” on your current investment portfolio. We will take a look at your current portfolio and offer suggestions on ways to change and improve the mix of your investments in order to deliver the results you want.