- Moderate Aggressive – 8-10% gross return – 30% Large Cap Funds, 15% International, 10% Income, 5% cash, 20% Mid-Cap, 20% Small Cap
- Moderate – 7-9% gross return – The same allocation as above
- Moderate Conservative – 5-7% gross return – 20% Large Cap, 30% short term bonds, 25% long term bonds, 15% cash, 10% Cash
- Life Insurance – Utilizing more whole life and some permanent life products like traditional whole life, indexed universal and guaranteed universal life
- Venture Capital
Rodney Mogen, is the president of solveurpuzzles, a business focused company. Helping financial advisors and insurance agents solve their case troubles and issues. Rodney is also a small business advisor focused on developing financial strategies for small business owners and helping them develop their own strategy and ideas to grow, sell, develop the way they want. He is focused on creating proper financial strategies for Advisors and business owners to assist them in their day to day duties by solving their financial puzzles. Rodney is also the Director of Financial Strategy for The Evans Group. Check out more information at www.solvurpuzzles.com and the financial strategy work for The Evans Group at www.financialselectservices.com.