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Federal Employees Retirement Checklist It May Be Time for a Financial Checkup NextPhase™ Retirement Income Planning Process Retirement Redefined When Markets React

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Meet Our Team

Jose "Rafi" Rodriguez, Colonel (Ret), USAF

Jose "Rafi" Rodriguez, Colonel (Ret), USAF

President, RICP®, FRC℠

937-427-4292

937-427-1242

Mark Richmond, US Navy Veteran

Mark Richmond, US Navy Veteran

Financial Advisor

937-608-8166

937-427-1242

Your Best Interest

As fiduciaries, your best interest is our top and foremost priority.

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Clients

We serve a select group of successful military & federal/state employees, young professionals and business owners who aspire a fulfilling retirement lifestyle.

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Client Services

Clients benefit from our 4-step DPIR (Discover, Plan, Implement and Review) Process to guide them through their financial journey.

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How Much do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Complimentary E-books

We offer free e-books to read and download at your leisure. Our goal is to navigate you to an easier financial future no matter what road you take. Review our library and pick out the resources that speak most to you. 

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