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
Meet our Team
Jose "Rafi" Rodriguez, Retirement Income Certified Professional®
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
What’s the deal with your yearly free credit report?
As our nation ages, many Americans are turning their attention to caring for aging parents.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Healthy habits are one of the greatest gifts to give your child.
When to start? Should I continue to work? How can I maximize my benefit?
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Understanding the cycle of investing may help you avoid easy pitfalls.
The decision whether to buy or rent a home may have long-term implications.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
A bucket plan can help you be better prepared for a comfortable retirement.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
There’s an alarming difference between perception and reality for current and future retirees.