Rod I. Skaf

Credentials:
  • MBA
  • AEP®
  • CFP®
  • ChFC®
  • CLU®
  • CASL®

Focus: Insurance Strategies, Business Owners, Investment Strategies

Languages: English

Preserving Your Past . . . Protecting Your Future . . .  Securing Your Legacy 

I am an advocate for my clients, their dependents & employees. Since 1996, I’ve been a reliable strategist for my client’s life-long planning and lasting legacy.   I value my clients, and feel that they are my true employer. My team & I will strive to provide extra-ordinary service along with a professional investment strategy.

PRODUCTS AND SERVICES

  • Fee Based Financial Planning
  • Detailed Financial Needs Analysis
  • Retirement, Pension & Income Planning / Distribution
  • Wealth Transfer, Estate Conservation & Asset Preservation Strategies
  • Charitable Giving Strategies
  • Education Funding Strategies
  • Business Continuation & Succession Planning
  • Qualified & Non-Qualified Plans
  • Executive Benefits & Deferred Compensation
  • Tax Reduction Strategies
  • Stocks, bonds & mutual funds
  • Long-Term Care, Disability Income and Life Insurance
  • Annuities & IRAs; IRA Rollovers

PROFESSIONAL DESIGNATIONS & INDUSTRY AWARDS

  • Masters of Business Administration
  • Masters of Science in Financial Services
  • Bachelor of Science in Civil Engineering
  • Chartered Financial Consultant
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Accredited Estate Planner
  • Chartered Life Underwriter
  • Chartered Advisor for Senior Living
  • Million Dollar Round Table Life Member:

Top of the Table

  • Chairman’s Council Member of MetLife
  • Award of Excellence of MetLife in 2011
  • Past MetLife Hall of Fame Member
  • My clients have over $120 million in assets under management with MML Investors Services, LLC, 
  • Over $438M of life insurance coverage placed for local families and businesses.

 

See Rod’s Licenses and Disclosures

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Contact Rod

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Dublin Satellite Office - Blazer Parkway

Satellite Office

5600 Blazer Parkway Suite 100
Dublin, OH 43017

L1016480869[exp0717]