4031 Colonel Glenn Highway,
Serving our fellow veterans
More than an advisor, we seek to be your partner, coach, and friend.
What differentiates us from the rest? Our independence, transparency, and passion.
As an independent firm, we are committed to offering complete objectivity and unbiased advice.
Our clients are Department of Defense, Federal, Business Professionals and small business owners planning for retirement or already in retirement.
We Provide Our Individual Clients “Comprehensive Financial Planning And Portfolio Management Services”. We Also Provide Benefit Services To Our Business Clients.
President, RICP®, FRC℠
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...
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...
Born and raised in Western New York, I moved to Ohio in the late 1990s. I am a graduate of the Rochester Institute of Technology and have a Master’s Degree from Wright State University. My wife, Lori, and I live in Xenia, OH, and...
Sara Noble is an experienced restaurant manager and care management health specialist in a managed care organization. She obtained her B.S. in Business Administration Summa Cum Laude from Southern New Hampshire University....
Life Insurance Specialist
Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.
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.
"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
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.