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, and Business Owners
We specialize in Retirement Lifestyle Solutions by:
- Providing professional guidance and simplifying complex financial concepts so you can make informed decisions
- Creating a “roadmap” to guide you through the twists and turns that life sometimes throws your way, and
- Creating a custom retirement income plan using the NextPhase™ time-segmented approach--watch the video!
Jose "Rafi" Rodriguez, Retirement Income Certified Professional®
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Purchasing homeowners insurance is critical for protecting your home.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Calculating your potential Social Security benefit is a three-step process.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
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 chances of needing long-term care, its cost, and strategies for covering that cost.
It's easy to let investments accumulate like old receipts in a junk drawer.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are hundreds of ETFs available. Should you invest in them?
A quick history of the Federal Reserve and overview of what it does.
Three things to consider before dipping into retirement savings to pay for college.