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+1 (512) 600-5200 Office | (888) 989-9247 Fax

Blake Rhodes, CFP®, AIF

Director of Financial Planning

900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746
Phone: 512-600-5234 | Fax: 512-600-5300

Email • Schedule a meeting • Connect on LinkedIn

Background

Blake Rhodes, Certified Financial Planner and Accredited Investment Fiduciary (AIF®), is a fixed income portfolio manager for the individual and institutional accounts managed by TCG Advisors, LP. Blake is the fixed income specialist managing fixed income portfolios with many different investment criteria for unique clients. Blake also specializes in financial planning and retirement planning, speaking regularly at conferences around the state of Texas.

Blake had also acquired his Series 7 and 63 FINRA securities licenses. Blake worked for Charles Schwab and Co. for 5 years before joining TCG.

Areas of Focus

  • Wealth management
  • Financial planning
  • Tax planning
  • Cash flow analysis
  • Estate planning
  • Purchasing/selling of a business

Tax Planning Workshop

Join us for a 3 part series designed to help you understand the four stages of retirement and how to maximize your situation at each step.

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DISCLOSURES
TCG Advisory Services, LLC ("TCG Advisors") is a registered investment advisor regulated by the U.S. Securities and Exchange Commission (SEC) subject to the Rules and Regulations of the Investment Advisor Act of 1940, and is a part of TCG Group Holdings, LLP. Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training. We are located in Austin, Texas. A copy of our Form ADV Part 2 is available upon request.

This website is not authorized for use as an offer of sale or a solicitation of an offer to purchase investments. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or as an offer to provide advisory or other services in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.

Past performance may not be indicative of any future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced directly or indirectly in this brochure will perform in the same manner in the future. Different types of investments and investment strategies involve varying degrees of risk—all investing involves risk—and may experience positive or negative growth. Nothing in this brochure should be construed as guaranteeing any investment performance.

This website may contain forward-looking statements and projections that are based on our current beliefs and assumptions on information currently available that we believe to be reasonable; however, such statements necessarily involve risks, uncertainties, and assumptions, and prospective investors may not put undue reliance on any of these statements.