Ramón E Rodríguez
Field Director|CFP®
Plan For the Financial Future You Deserve
Embrace The Shift from Grind Mode to Thrive Mode
Our stories and the struggles we have overcome in our lives make us who we are today.
Whether you paid your own way through medical school, worked hard to start a
business after immigrating to a new country or dutifully
worked your way up in the tech industry
We See You.
While we can sometimes get stuck in the “old” way of doing things, we are here to remind you that it’s time for your financial planning to reflect how far you’ve come.
We see how hard you have worked.
We see those dreams you’re building.
We’re here to help you make them a reality.
Book A Call
Nothing in this world can take the place of persistence. Talent will not; nothing is more common than unsuccessful men with talent. Genius will not; unrewarded genius is almost a proverb. Education will not; the world is full of educated derelicts. Persistence and determination alone are omnipotent. The slogan 'Press On!' has solved and always will solve the problems of the human race.”
- Calvin Coolidge
Target Markets We Love to Support
Resources for Medical Professionals
Our firm puts our expertise towards supporting our doctors, nurses, hospice workers, emergency medical professionals, technicians, and other trained caregivers with resources around:
- Managing school debt
- High-income tax mitigation strategies
- Planning while in low-paying residencies
- Protecting your most valuable asset – your ability to practice medicine
- Overcoming shorter time horizons to save for retirement after finishing training
Recommended Articles:
- Disability Income Insurance for Physicians
- Disability Insurance for Physicians and Dentists
- How Retirement Planning for Doctors and Dentists Is Different
- How Much Disability Insurance Do Doctors Need
Resources for Immigrant Professionals
We know and respect your journey. Our bilingual (English/Spanish) team can help you achieve your financial dreams and ensure a positive future for generations to come. You may be asking:
- How do I navigate the US financial system?
- What are the best ways for us to save for our children’s college?
- How can I plan and prepare for the retirement I envision?
Our firm can assist you with:
- Minimizing risk by preparing for surprises
- Tax-efficient savings strategies
- A plan for establishing generational wealth and building cross-generational financial literacy
Resources for Tech & Equity Compensated Professionals
Whether you are in the tech industry or a fast-growing company that offers equity compensation, we can help you simplify and understand how to maximize your benefits:
- Stock compensation analysis
- A plan for vesting, exercising, and understanding the fair market value of your stock compensation
- High-income tax strategies
- Risk management
- Synergizing your employee benefits
Recommended Articles:
The Time is Now
The time is now to find an advocate who can help you create the financial future you deserve.
Financial planning can get overly complicated, but we break things down into simple steps.
We want you to own your relationship with money, determine your non-negotiables, and prepare for a successful, sustainable retirement, regardless of what stage of life you are in.
Whether you’re still paying off your college tuition, or nearing retirement and feel like it’s too late to start saving — now is always the time. It’s never too late, and never too early.
Financial planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
Retirement planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
Estate planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
Education funding
With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.
Business planning
No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.
