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937-427-4292

Federal Employees Retirement Checklist Ready for Retirement? NextPhase™ Retirement Income Planning Process Women and Retirement It May Be Time for a Financial Checkup

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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Meet Our Team

Jose "Rafi" Rodriguez

Jose "Rafi" Rodriguez

 

President, RICP®

937-427-4292

937-427-1242

Mark Richmond

Mark Richmond

Financial Advisor

937-608-8166

937-427-1242

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. 

Browse E-Book Library