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 Strategies 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, life & health insurance, and Long Term Care.
To schedule a consultation or to request a group seminar, please contact us at 937.427.4292 or 937.304.7393
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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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.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
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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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A bucket plan can help you be better prepared for a comfortable retirement.