Meet Carmen M. Hodnett

Empowering small business owners to take back control of their retirement plan and making retirement dreams real!  

I am passionate about working with businesses and individuals in needs analysis with a focus on creating a vision of the future.

For you as the employer, this results in a vast improvement in the financial plan well-being. 

For the employer and the individual, there will be a greater depth of understanding, trust, and value in the relationship.

I will listen more than I speak and embrace the power of understanding the personality behind the decisions.

While working many years in the insurance industry serving individuals and business owners, I developed a love for building a strong and solid financial future. While the initial experience was helping small business retirement plans, it has blossomed into individual retirement analysis for both the employee and for those who need individual counsel for constructing their retirement goals.

For the financial wellness of the business owner, I work with small, growth-oriented businesses who are seeking to either establish a retirement plan for their employees and their business or who would like to have their plan reviewed periodically. This helps the owner with his / her fiduciary obligation and liability. I am affiliated with Southport Capital who fills the role of an RIA and will act as the fiduciary to the sponsor’s plan. 

For your review,

  • As an RIA firm, their role is the fiduciary, which means they are obligated to put the client’s needs first.
  • As an RIA firm, they have the capability to act truly as a portfolio manager, selecting fund investments and counseling plan participants.
  • As an RIA firm, they negotiate and disclose their fees.

For your reference, here is the Southport website, Southportcapital.com

Inviting you to support the following organization
GarySiniseFoundation.org

Gary Sinise foundation

My mission is to help  clients navigate the road to financial
independence and personal confidence. ~
 Carmen M. Hodnett