Jose "Rafi" Rodriguez, President Rodriguez Financial Strategies, LLC Beavercreek, OH
Jose "Rafi" Rodriguez is a retired Colonel, United States Air Force currently presiding over Rodriguez Financial Stratetegies LLC--an independent financial services firm serving small businesses and professionals in Beavercreek and the Greater Dayton Region, Ohio. Jose "Rafi" Rodriguez serves his clients in all areas of financial planning, including wealth management, retirement planning, and life & health insurance.
To schedule a consultation or to request a group seminar, please contact us at 937.427.4292 or 937.304.7393
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A Look at Whole Life Insurance
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Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Estimate your monthly and annual income from various IRA types.
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This calculator helps estimate your federal estate tax liability.
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This questionnaire will help determine your tolerance for investment risk.
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Use this calculator to estimates your income tax liability along with average and marginal tax rates.
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Determine if you are eligible to contribute to a traditional or Roth IRA.
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Long-Term-Care Protection Strategies
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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A presentation about managing money: using it, saving it, and even getting credit.
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If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.