01. Story & History

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Mission & Services

A strong planning process can be a comprehensive way to create a more financially independent plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Products & Solutions

 

Invest

Invest Investments can play a key role in any financial plan. For individuals, a mix of investment products, income and pension plans can help address short- and long-term goals. For employers, I can offer assistance with savings and pension plans. 401 (k) retirement plans and Individual Retirement...
 

Insure

Insure As much as we try to prepare for them, tragic events like death, disability or critical illness sometimes strike. When faced with such a situation, insurance can protect policy holders and their families from undue hardship. For this reason, a variety of insurance coverage is essential to any...
 

Manage

Manage Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies can help manage savings on a daily basis. From mortgage payments to tax savings, a strategy for managing money effectively involves a consideration of...

Meet Our Team

K. Marie Sanders headshot
Licensed Client Liaison

K. Marie Sanders is the  Client Liaison at Zoyhofski Financial Services, LLC. She has been Rodney’s assistant since...

Licensed Client Liaison

James G. Unger is a Certified Financial Planner (CFP), Charter Life Underwriter (CLU), Chartered Financial Consultant...

We manage assets for individuals and families, providing investment management, and financial planning services.

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