Rod Major

My Background

I strive to remain current in my understanding of the Personal and Corporate Tax, Investment and Intergenerational Wealth Transfer Strategies that will help the families I serve achieve both their current and future lifestyle goals. I offer considerate and compassionate counsel while providing best-of-class financial solutions, specific to your expressed needs. I will answer all of your questions while guiding you through the financial planning process in a straight-forward and intelligent way.