Team profile

Values of ClearRode Financial Group:

Integrity:

Upholding integrity is fundamental to our practice. We are committed to transparent and ethical conduct in all our interactions, ensuring that our clients’ belief in us is never compromised. Integrity serves as the cornerstone of our relationships with all of our clients.

Honesty:

Honesty is at the heart of everything we do. We believe in open communication and providing truthful, accurate information to our clients, helping empower them to make informed decisions. With honesty as our guiding principle, we foster a culture of trust and reliability, ensuring that our clients feel more confident in our advice and guidance.

Drive:

Drive fuels our relentless pursuit of excellence. We are driven by a passion for helping our clients succeed and a determination to exceed their expectations. With unwavering dedication and ambition, we go above and beyond to deliver a one-of-a-kind experience and create meaningful impact in the lives of our clients.

Areas of focus

  • Small Business
  • Business Retirement Plans
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Awards & recognition

  • Michael Rodegerdts, Ameriprise Ultimate Digital Excellence Award, 2023
  • Michael Rodegerdts, Five Star Wealth Manager, 2012-2015, 2023

Community participation

We are passionate about giving back to our community through initiatives like food banks, supporting the United Way, and assisting large animal evacuation centers during wildfire season.

  • Habitat for Humanity, Sacramento Chapter
  • Yolo Food Bank
  • United Way
  • Red Cross
  • Special Olympics

Retirement plan needs?

We are dedicated to assisting clients in crafting personalized plans that help simplify their financial situations and tackle both short-term and long-term goals. Along with private client financial planning, we specialize in working with business owners to help them select appropriate retirement plans to offer their employees. We help in streamlining processes related to retirement plan setup and upkeep as well.  We are a dedicated resource for all your financial planning needs.