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
Your DNA Test
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.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
However exciting retiring abroad may sound, it deserves considerable planning.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
This calculator can help you estimate how much you may need to save for retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator demonstrates the power of compound interest.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
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.
Why are 401(k) plans, annuities, and IRAs so popular?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Understanding the cycle of investing may help you avoid easy pitfalls.
Recent changes in estate tax laws could affect the strategy you have in place.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
What does your home really cost?