Broker Check

4031 Colonel Glenn Highway, Suite 107, Beavercreek, OH 45431

937-427-4292
rafi@AskRafi.com
Schedule An Appointment

Your Financial Future Deserves a Plan Built Around You

Personalized financial planning. Independent guidance. Confidence for the journey ahead.

Your goals. Your priorities. A financial strategy designed around you.
Take the First Step Toward Greater Financial Confidence.

Veteran Owned

Serving our fellow veterans

Learn More

Integrity

That big list of dreams and goals isn't the only way to look at your bucket list.
Learn More

TRUSTED

More than an advisor, we seek to be your partner, coach, and friend.

Learn More

INDEPENDENT

What differentiates us from the rest? Our independence, transparency, and passion.

Learn More

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Let's discuss where you are today, where you want to go, and how thoughtful financial planning may help you get there.

SCHEDULE AN APPOINTMENT

No obligation. Just an opportunity to discuss your financial priorities and explore whether we're the right fit for you.
Prefer to speak with us directly? Call 937-427-4292.

About Us

Our Firm

Our Firm

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

More About Our Firm
Who We Serve

Who We Serve

Our clients are Department of Defense, Federal, Business Professionals and small business owners planning for retirement or already in retirement. 

More About Who We Serve
Our Services

Our Services

We Provide Our Individual Clients “Comprehensive Financial Planning And Portfolio Management Services”.  We Also Provide Benefit Services To Our Business Clients.

More About Our Services
Jose

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

President, RICP®

937-427-4292

937-427-1242

rafi@AskRafi.com

After culminating his successful military career in March 2004, he then pursued a career as a Financial Advisor and now presides over “Rodríguez Financial Strategies, Limited Liability Company”. He specializes in...

Read more
Mark Richmond, US Navy Veteran

Mark Richmond, US Navy Veteran

Financial Advisor, CFF®, CRPC™

937-427-9727

937-427-1242

mark@AskRafi.com

Mark retired from NCR after a 28 year career in customer service, with a focus on operations management. He is a summa cum laude graduate of Capital University with a degree in Accounting. He is also a 9 year veteran of the US Navy...

Read more

Independent Advice. Personalized Planning. A Relationship Built on Trust.

Retirement Planning: Develop a strategy for retirement income and your next chapter.
Investment Management: Align your investment strategy with your objectives and risk tolerance.
Risk Management: Evaluate strategies to help protect your family, assets, and financial future.
Comprehensive Financial Planning: Connect today's financial decisions with tomorrow's goals.


Ready to Start the Conversation?
You don't have to navigate important financial decisions alone. Let's work together to develop a plan that reflects what matters most to you.

LET'S TALK ABOUT YOUR FINANCIAL FUTURE

Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Please review the firm's applicable disclosures and service terms.

8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Our Services
Focused on You

Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.

Learn more

"Someone’s sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

Take control and learn about where your money can go today

Take that first step to personal investing with our library of resources

Retirement

Learn more

Estate

Learn more

Lifestyle

Learn more

Insurance

Learn more

Designed for You
A New Approach to Planning

Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.

Learn more

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

"Someone’s sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

Tell Us How We Can Help You Today

Thank you!
Oops!