About us

Rodriguez Financial Strategies is a veteran-owned, client-focused financial planning firm committed to helping individuals and families achieve long-term financial confidence. With a collaborative, team-based approach, the firm delivers strategies tailored to each client's unique goals, circumstances, and life stage. Services include retirement and investment planning, insurance analysis, wealth management, and legacy planning, all designed to adapt as markets and personal needs evolve. As a veteran-owned business, Rodriguez Financial Strategies values integrity, discipline, and service, offering clients clear communication, consistent support, and trusted guidance. Whether planning for retirement, growing wealth, or protecting assets, clients benefit from personalized strategies that are built on experience, trust, and a mission-driven commitment to their financial success. As fiduciaries, we focus on our clients needs first and foremost.