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®
Are Women and Financial Strategies a Mismatch?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
A letter of instructions provides additional and more personal information regarding your estate.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
A look inside the U.S. government's statistics on household net worth.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
Determine your potential long-term care needs and how long your current assets might last.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Here are five facts about Social Security that might surprise you.
There are things you can do to keep yourself safe when you lose your wallet.
Investors seeking world investments can choose between global and international funds. What's the difference?
Are you ready for retirement? Here are five words you should consider.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.