NextPhase Retirement Income Planning Process Exit Strategies of the Rich and Famous Rightsizing for Retirement Social Security: By the Numbers


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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

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 Jose "Rafi" Rodriguez, Retirement Income Certified Professional®

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