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Federal Employees Retirement Checklist Social Security: By the Numbers Ready for Retirement? NextPhase™ Retirement Income Planning Process

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Your best interest is first and foremost

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

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Clients benefit from their tailored, action-driven retirement roadmap

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If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

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."

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

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RAFI RODRIGUEZ 

OVER 20 YEARS OF COMBINED FINANCIAL PLANNING EXPERIENCE

MARK RICHMOND

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We are an independent financial services firm focused on our clients’ best interest above all else--not tied to any specific product or investment.


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