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Your Best Interest

Your best interest is our first priority. We strive to help you work towards your goals.

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Clients

Retiring military & federal/state employees, young professionals and business owners

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Client Services

Clients benefit from their tailored, action-driven retirement roadmap

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Meet Our Team

Jose "Rafi" Rodriguez

Jose "Rafi" Rodriguez

 

President, Retirement Income Certified Professional ®

937-427-4292

937-427-1242

Mark Richmond

Mark Richmond

Financial Advisor

937-608-8166

937-427-1242

CHECK OUT OUR LATEST FINANCIAL PLANNING BLOGS

Financial knowledge is key so you can make the right decisions for the reasons that are important to you.

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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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