Rodriguez Financial Strategies, LLC

Company:	Rodriguez Financial Strategies, LLC
Contact:	Rafi Rodriguez
Address:	4031 Colonel Glenn Highway, Suite 107
City:	Beavercreek
State:	OH
Zip:	45431
Phone:	937-427-4292
Fax:	888-607-9027
Email:	rafi@AskRafi.com
Website:	www.askRAFI.com

About My Practice

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

We serve Department of Defense and Federal Professionals within 10 years of retirement or already in retirement, young professionals (Millennials) with families, and business owners.

We specialize in Retirement Lifestyle Solutions by providing professional guidance and simplifying complex financial concepts so you can make informed decisions, by creating a "roadmap" to guide you through the twists and turns that life sometimes throws your way, and by creating a custom retirement income plan using the NextPhase™ time-segmented approach.

Offering Advice Since

2004

Areas of Specialty

Comprehensive financial planning
Retirement income planning
Investment planning and asset management
Life Insurance
Long-term and elder care
Budgeting and cash management

Designations, Licenses, Certifications, Education, and Affiliations

Designations: Retirement Income Certified Professional ®
Insurance Licenses:   Life & Health, Annuities (Fixed & Variable), OH, FL, TX
Security Licenses:   FINRA Series 7, 65, 63, 6 in OH, FL, GA, MD, PR, NJ, and TX
Other Licenses, Certifications, Designations: Investment Advisor Representative, Securities America Advisors, Inc.
Education:   MS Systems Analysis, BS Aeronautical Engineering, BS Chemistry
Associations & Affiliations: NAIFA, Financial Services Institute

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail feed on mutual funds or insurance policies

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisory Firm. Rodriguez Financial Strategies, LLC and the Securities America companies separate entities.

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