Oregon's Independent Financial Advisor · 30+ Years

Finally, Simple Answers
for Your Financial
& Insurance Needs

Get personalized guidance tailored to you — without feeling overwhelmed. Rodney brings 30+ years of expertise across Medicare, Social Security, life insurance, and estate planning — all in one place.

30+ Years Experience
8 Service Areas
Multi-State Licensed & Serving

One Team. Every Solution.

Comprehensive financial protection under one trusted roof.

  • Medicare & Supplement Plans
  • Social Security Optimization
  • Life Insurance & Annuities
  • FICA Contribution Reduction
  • Estate Planning & Trust
  • Life Settlements
  • Group Health & Dental
  • Remote Care Solutions

Oregon License #18847712  ·  Serving Multiple States Nationwide

Comprehensive Services

Every Financial Solution
Under One Trusted Roof

From your first Medicare question to your final estate plan — Rodney handles it all, so you never have to start over with a stranger.

See All Services in Detail
In Your Free Consultation

No Confusion.
No Sales Pressure.
Just Clarity.

  • How to enroll in Medicare confidently — even with zero prior knowledge
  • Why going it alone is the most expensive way to make a coverage decision
  • The exact questions to ask that reveal whether your current plan is costing you money
  • How to keep your preferred doctors and specialists after you enroll
  • What an independent, multi-carrier agent can do that a captive agent cannot

Personalized, Not Generic

Your consultation is built around your specific medications, doctors, budget, and health situation — not a one-size-fits-all script.

Local, Oregon Expertise

We know which plans have the strongest Oregon networks, and we monitor every carrier change so your coverage never quietly gets worse.

Annual Reviews Included

We re-evaluate your coverage every open enrollment — because plan benefits change every year, and we make sure you always have the best one.

We Work for You

As independent agents, we compare every available carrier. Our only loyalty is finding what's right for your family — not what pays the highest commission.

Rodney

Founder & Lead Advisor

OREGON LIC. #18847712

Meet Your Advisor

Hello! I'm Rodney.

With over 30 years in financial services, I've built my career on one belief: every Oregon family deserves an expert in their corner — someone who knows the products, knows the pitfalls, and genuinely cares about the outcome.

I'm licensed in multiple states nationwide and bring deep expertise across Medicare, life insurance, annuities, Social Security, and estate planning. But credentials aren't what define this work. Relationships do.

Married for over 38 years, proud father of two adult children — I understand what's truly at stake in every conversation we have.

My goal is simple: to understand your unique situation and find the right solutions that protect your family, grow your wealth, and secure your future.

— Rodney  ·  Founder, Legacy Wealth Services
30+
Years Experience
38+
Years Married
Multi
State Licensed
No Cost. No Obligation. Ever.

Book Your Free Consultation
with Rodney

Tell us a little about your situation — Rodney will reach out within one business day.

Or call Rodney directly: 503-843-8349

Stay Informed on Medicare & Retirement

Quarterly updates on Medicare changes, Social Security strategies, and financial planning insights — curated by Rodney.