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®
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
What can be learned from the savings rate?
An increasing number have been developed to help individuals with their personal finances.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
If you died, what would happen to your email archives, social profiles and online accounts?
When do you need a will? The answer is easy: right now.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What does your home really cost?
Have you explored all of your choices when it comes to managing your taxable income?
Are you ready for retirement? Here are five words you should consider.