Denny Roodman, ChFC®
Integrated Financial Group – St. Louis
12400 Olive St. # 305
St. Louis, MO 63141
11800 South Gardens Drive, #110
Palm Beach Gardens, FL 33418
CLIENT VISION
Denny established his financial consulting practice in 1989 and is known as a leading authority in Retirement Distribution Planning, a planning process that helps retirees develop investment and tax strategies seeking to optimize their retirement wealth. “My goal is to help my clients understand how to make smart money decisions so they can sleep at night.” Denny says. “The objective is to provide a lifetime income stream, improve returns, protect their principal, and manage taxes.”
AREAS OF EXPERTISE
- Retirement Distribution Strategies
- Comprehensive Financial Planning
- Investment Portfolio Management
- Retirement Funding Advice
- Retirement Rollover Advice
- Annuity Analysis & Advice
- Life Insurance Review
- Long-Term Care Insurance Review
- Roth Conversion Advice
- Estate Strategy Review
- Social Security Strategies
EDUCATION/CERTIFICATION
- Senior Partner at Integrated Financial Group – St. Louis
- CERTIFIED FINANCIAL PLANNER™ professional
- Chartered Financial Consultant (ChFC)
- Specialized education in long-term care insurance and mutual funds, including variable annuity subaccounts.
- *FIVE STAR Wealth Manager, St. Louis Magazine, 2012, and 2020
*The FIVE STAR Wealth Manager is an award based on 10 objective criteria associated with providing quality service to clients such as credentials, experience, and assets under management along with other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
OUTSIDE THE OFFICE
Denny has lived in Creve Coeur for over forty years. He and his wife, Karen, raised their two daughters in the house they have lived in for the past 35 years. He spends his free time with his family, reading, playing golf and traveling.
“The collective knowledge and experience that is shared among IFG’s members is a benefit not only to me as an advisor affiliated with IFG, but ultimately to the clients I serve.”
– Denny Roodman
Denny Roodman, ChFC®
Integrated Financial Group – St. Louis
12400 Olive St. # 305
St. Louis, MO 63141
11800 South Gardens Drive, #110
Palm Beach Gardens, FL 33418
CLIENT VISION
Denny established his financial consulting practice in 1989 and is known as a leading authority in Retirement Distribution Planning, a planning process that helps retirees develop investment and tax strategies seeking to optimize their retirement wealth. “My goal is to help my clients understand how to make smart money decisions so they can sleep at night.” Denny says. “The objective is to provide a lifetime income stream, improve returns, protect their principal, and manage taxes.”
AREAS OF EXPERTISE
- Retirement Distribution Strategies
- Comprehensive Financial Planning
- Investment Portfolio Management
- Retirement Funding Advice
- Retirement Rollover Advice
- Annuity Analysis & Advice
- Life Insurance Review
- Long-Term Care Insurance Review
- Roth Conversion Advice
- Estate Strategy Review
- Social Security Strategies
EDUCATION/CERTIFICATION
- Senior Partner at Integrated Financial Group – St. Louis
- CERTIFIED FINANCIAL PLANNER™ professional
- Chartered Financial Consultant (ChFC)
- Specialized education in long-term care insurance and mutual funds, including variable annuity subaccounts.
- *FIVE STAR Wealth Manager, St. Louis Magazine, 2012, and 2020
*The FIVE STAR Wealth Manager is an award based on 10 objective criteria associated with providing quality service to clients such as credentials, experience, and assets under management along with other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
OUTSIDE THE OFFICE
Denny has lived in Creve Coeur for over forty years. He and his wife, Karen, raised their two daughters in the house they have lived in for the past 35 years. He spends his free time with his family, reading, playing golf and traveling.
“The collective knowledge and experience that is shared among IFG’s members is a benefit not only to me as an advisor affiliated with IFG, but ultimately to the clients I serve.”
– Denny Roodman
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Integrated Financial Group 200 Ashford Center North Suite 400 Atlanta, GA 30338
TOP 25 FIRM
2003-2021
Top Ranked Workplace
2015-2022
Top 25 Firm
2003-2021
TOP RANKED WORKPLACE
2015-2022
Securities and Advisory services offered through LPL Financial, a registered investment adviser. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment adviser or IFG Advisory, LLC, a registered investment adviser. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.