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4031 Colonel Glenn Highway Suite 107 Beavercreek, OH 45431

937-427-4292
RFSteam@AskRafi.com
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Veteran Owned

Serving our fellow veterans

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Integrity

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

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

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INDEPENDENT

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

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About Us

Our Firm

Our Firm

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

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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. 

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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.

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

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

President, RICP®, FRC℠

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...

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Mark Richmond, US Navy Veteran

Mark Richmond, US Navy Veteran

Financial Advisor

937-608-8166

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...

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Sara Noble

Sara Noble

Executive Assistant

(937) 427-4292

937 427-1242

SARA.NOBLE@securitiesamerica.com

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.

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"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

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Estate

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Lifestyle

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Insurance

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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.

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"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

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