Protecting Your Financial Legacy

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

May 20, 2020

Contact

Office: 937-427-4292

Fax: 937-427-1242

4031 Colonel Glenn Highway

Suite 107

Beavercreek, OH 45431

RFSteam@AskRafi.com

Securities America Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities offered through Securities America, Inc. (SAI) Member FINRA/SIPC. Investment advisory services offered through Securities America Advisors, Inc. (SAA). SAI and SAA are separately owned and other entities and/or marketing names, products or services referenced here are independent of SAI and SAA.

$ymbil is offered by Ladenburg Thalmann Asset Management, Inc. (LTAM). FRC℠, Inc. has ownership of the FRC℠ logo, and the FRC℠ and Federal Retirement Consultant℠ symbols within the United States.