We are an independent financial services firm focused on our clients’ best interest above all else--not tied to any specific product or investment
We serve Department of Defense Professionals, Young Professionals with families, Business Owners, Pre-Retirement Professionals, and Retirees
We provide professional guidance and simplify complex financial concepts so you can make informed decisions; we guide you through the twists and turns that life sometimes throws your way; and we create a custom plan with a shared mission of helping build, manage and preserve your financial independence
Jose "Rafi" Rodriguez, Retirement Income Certified Professional®
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Tips on insuring your teen driver.
There are things about Social Security that might surprise you.
How long does a $20 bill last?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Are you ready for retirement? Here are five words you should consider.
Agent Jane Bond is on the case, covering how bond laddering works.
Learn how to harness the power of compound interest for your investments.
What are your options for investing in emerging markets?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.