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937-427-4292

Federal Employees Retirement Checklist Charitable Giving: Smart from the Heart A Bucket Plan to Go with Your Bucket List NextPhase™ Retirement Income Planning Process Rightsizing for Retirement A New Way to Look at Your Bucket List Dreaming Up an Active Retirement Retiring in a Post-Pandemic World Retirement and Quality of Life
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Veteran Owned and Operated

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

Your Best Interest

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

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Clients

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

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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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.

Complimentary E-books

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