Jose "Rafi" Rodriguez, President Rodriguez Financial Strategies, LLC Beavercreek, OH
Jose "Rafi" Rodriguez is a retired Colonel, United States Air Force currently presiding over Rodriguez Financial Strategies LLC--an independent financial services firm serving small businesses and professionals in Beavercreek and the Greater Dayton Region, Ohio. Jose "Rafi" Rodriguez serves his clients in all areas of financial planning, including wealth management, retirement planning, life & health insurance, and Long Term Care.
To schedule a consultation or to request a group seminar, please contact us at 937.427.4292 or 937.304.7393
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Knowing the rules may help you decide when to start benefits.
Ascertaining the value of your business is important for a variety of reasons.
Taking regular, periodic withdrawals during retirement can be quite problematic.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Even low inflation rates over an extended period of time can impact your finances in retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
The decision whether to buy or rent a home may have long-term implications.
Recent changes in estate tax laws could affect the strategy you have in place.
Learn how to harness the power of compound interest for your investments.
Investors seeking world investments can choose between global and international funds. What's the difference?
There’s an alarming difference between perception and reality for current and future retirees.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.