Professor Money Bear
Planning for retirement need not feel overwhelming.
Scholar Financial, LLC
Our #1 goal at Scholar Financial, LLC is to reduce your stress as you plan for a future retirement, or when you are in retirement.
The firm currently serves about 20 family groups and provides advice on approximately $45 million of financial assets.
About Dr. Rhoades
Ron A. Rhoades, JD, CFP® serves as the Director of the Personal Financial Planning program and as an Associate Professor of Finance at Western Kentucky University (WKU). Dr. Rhoades has been recognized as a “Thought Leader” and as a national authority on the fiduciary standard of conduct. Ron has received several awards and recognition for his advocacy work in support of the fiduciary standard of conduct for financial advisors.
Learn more here.
Services
Dr. Rhoades brings his level of expertise to three types of clients, primarily:
01
Individuals and Couples
Individuals and couples who are within a few years retirement or who are already in retirement, and who possess $600,000 or greater in financial assets
02
Executives
Corporate executives with ongoing planning needs, from career and life planning, to executive compensation and equity ownership issues, who possess $600,000 or greater in financial assets
03
Trustees
Trustees and other fiduciaries charged with management of assets under the stringent requirements of the prudent investor rule
04
Consultations
Dr. Rhoades also provides consulting services to other financial and investment firms regarding due diligence on pooled investment vehicles, multi-factor investment strategies, adherence to fiduciary standards, and strategic planning. Please refer to the “For Prospective Clients” page of this web site, and review Form ADV, Part 2A.
05
Speaking Engagements
Dr. Rhoades also provides occasional presentations at professional conferences and to larger firm meetings. Please refer to the “Speaking” page of this web site.