Rodriguez Financial Strategies, LLC

Rodriguez Financial Strategies, LLC Rodriguez Financial Strategies is a veteran-owned firm providing financial planning, retirement income and wealth management services.

As fiduciaries, we focus on our clients needs first and foremost. José “Rafi” Jose Rodríguez is a retired Colonel, United States Air Force. 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 focuses on comprehensive financial planning for professionals,

small businesses and affluent clients. He holds FINRA series 6, 63, 65, & 7 securities licenses is life and health insurance licensed in OH, FL, GA, LA, NJ, NM, and TX. Please see my website https://www.AskRafi.com for full disclosure.

Is your retirement plan missing reliability and preservation? Annuities can provide tax-deferred growth, insulation from...
07/13/2026

Is your retirement plan missing reliability and preservation? Annuities can provide tax-deferred growth, insulation from market downturns, no limits to contributions, and most importantly, income for life. Contact me to learn more.

So … should you save or invest your money? It’s a question worth asking, and the answer may be easier to reach than you ...
07/12/2026

So … should you save or invest your money? It’s a question worth asking, and the answer may be easier to reach than you think.

Our expert picks for the best high-yield savings accounts earn up to 4.10% APY -- 10x more than the national average. Most accounts here are used personally by our team.

Having and following a well defined budget is instrumental to the foundation of financial independence. Here are tips on...
07/11/2026

Having and following a well defined budget is instrumental to the foundation of financial independence. Here are tips on how to build a rock-solid budget to set yourself up for success as you set out on your journey of financial freedom!

To budget money: 1. Figure out your after-tax income 2. Choose a budgeting system 3. Track your progress 4. Automate your savings 5. Practice budget management

Are you ready to embark on your retirement journey? Planning for retirement can be as enjoyable as the trip itself. In t...
07/10/2026

Are you ready to embark on your retirement journey? Planning for retirement can be as enjoyable as the trip itself. In the days ahead, we will be offering even more retirement planning details to help you prepare for your greatest adventure yet. In the meantime, please share with us where you’d like to travel to in your retirement.

07/09/2026
You’re the conductor of your 401k, IRA and taxable savings.
07/08/2026

You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

Throughout the journey to retirement readiness, there are a variety of signposts and roadside attractions to look out fo...
07/08/2026

Throughout the journey to retirement readiness, there are a variety of signposts and roadside attractions to look out for on your adventure. Life insurance, annuities, longevity planning, and disability insurance are often overlooked when preparing for retirement. Contact me and we can help you plan for your biggest adventure yet.

Address

4031 Colonel Glenn Highway
Beavercreek, OH
45431

Opening Hours

Monday 12pm - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

Telephone

+19374274292

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