Roderick Liptrot

Financial Professional

Roderick Liptrot, a lifelong learner, brings over 28 years of expertise in developing tax-advantaged income strategies. A graduate of UAB in investment finance, he also attended Leadership Development at John Hopkins University and Financial Planning School at the University of Baltimore. In 2020, he earned the Life and Annuity Certified Professional (LACP) designation, demonstrating his commitment to ethical practices in life insurance and annuities.

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Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs.