Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Rodney Amicone
President, Southern Financial Wealth Management
Rod has spent the last 30 years in the Financial Services Industry.
A 1989 graduate of Youngstown State University in Youngstown, Ohio with a bachelor’s degree in business administration/ finance.
Financial planning is a core focus of Rod’s for individual clients, using programs and concepts that encompass managed accounts, mutual funds, risk management and wealth management products where appropriate. He also works with businesses on a corporate scale managing 401k plans and helping business owners with their needs. In addition, he assists clients with their individual and group employee benefits including health, life, and Medicare analysis needs.
He formerly served on the Advisory Board of Directors for the Palm Harbor YMCA and the American Red Cross and is a past President of The Rotary Club of Palm Harbor. He has coached in various baseball and basketball youth leagues in Palm Harbor, Dunedin, and Clearwater. Rod is married with two grown children and two grandchildren.
Rod is currently securities licensed with Series 6, 63, and 65 licenses. He also holds a Life, Health, & Variable Annuity license for the states of FL, OH, GA, NC, NV, and NB. He is certified in Medicare, Long Term Care planning, and College Planning, and is an instructor with the American Retirement Institute.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.
