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Financial Guidance Developed Just For You

We know you have many options when it comes to choosing an advisor, and it may feel like many advisors are offering the same services. We believe when choosing an advisor, you ultimately should make your decision based on someone that you want to work with, whom with you feel comfortable sharing your goals and dreams. The relationship we have with our clients is our most important asset.

 

Plan a Retirement You'll Be Excited For

Our ultimate goal is to take the complexities out of retirement planning so that you can enjoy the fruits of your labor with financial security and confidence. We work one-on-one with our clients to develop comprehensive, unique, and tailored solutions to best fulfill their future goals and keep them on track for a retirement they'll be excited for, not anxious about. 

ABOUT

Eric Rodriguez CFP, Financial Planner in Sarasota, FL

 

ERIC RODRIGUEZ, CFP®

Eric Rodriguez is CEO and Founder of Rodriguez Wealth Management, Inc., a Licensed Insurance Agency and Rodriguez Investment Advisory, Inc., a Registered Investment Advisor, offering portfolio management and fee-based financial planning. He has worked in the financial services industry since 1999. His goal is to help take the complexity out of investing and retirement planning so that his clients can enjoy their future with confidence and financial security. Although we are a full service financial planning firm our practice focuses on retirement planning, income strategies and legacy planning.

Through his hard work and diligence, Eric has earned the honor of being a Court of the Table member of the Million Dollar Round Table for several years. Eric graduated from the University of South Florida with a B.S. in Finance. He has been a licensed Life, Health and Variable Annuity agent since 1999 and holds a series 65 registration. Eric is a CERTIFIED FINANCIAL PLANNER™ professional and is a member of the Certified Financial Planner Board of Standards. A native of New York, he now resides in Sarasota, Florida with his wife and son.

CFP Certification

 




FINANCIAL PLANNING & INVESTMENTS IN THE 

GREATER SARASOTA, FLORIDA AREA


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SERVICES

WE HELP PRE-RETIREES IN GREATER SARASOTA, FL 

At Rodriguez Wealth Management, we are devoted to providing our clients with unique, tailored solutions to best fit their financial needs. We take pride in the level of attention we are able to offer and believe that our outstanding personal service distinguishes us from most in the financial services industry.

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RETIREMENT INCOME

How much income do you want and or need in retirement? Once we have an answer to this we can build a plan to create a steady & predictable income for the rest of your life.

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TAX PLANNING

How are your current investments affecting your tax return? Are you taking advantage of tax deferral and tax-free accumulation vehicles? Based on your goals and objectives we can build a plan to create a tax efficient plan.

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ANNUITY & INSURANCE ANALYSIS

Annuities & Insurance are a commonly used vehicle for those already retired or preparing for retirement. They can also be complex contracts and it is important to understand the basic components of your policy and make sure that the pros and cons are carefully weighed. We have extensive knowledge in this sector of the financial planning arena and can explain in plain English what you own so that you can make a prudent decision going forward.

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RETIREMENT AND TRANSITION PLANNING

We specialize in the distribution phase of retirement. We recommend that those preparing for retirement or transitioning from working to survive to working for pleasure begin to prepare for this phase 5 to 7 years prior to retiring.

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INVESTMENT ANALYSIS

More often than not people are not even aware of what they own or how it works prior to engaging our services. What are you paying for the investments that you own? Our analysis is followed with an explanation of what you own, the fees and charges within the strategy, and in many instances safer and lower cost alternatives.

As Certified Financial Planning Professionals, we subscribe to the CFP Board of Standards Financial Planning Process. We are dedicated to helping you along your journey to create a Financial Plan most viable for your situation.

 

At Rodriguez Wealth Management, we follow these 6 Steps in the Financial Planning Process:

1. Establish a Relationship with a CFP® Professional

Any successful client- advisor relationship begins with a strong foundation built through trust. Before moving forward through the Financial Planning Process, we meet with our clients to explain our advisory practice. In this meeting, we discuss our wide array of financial planning services, define our responsibilities, and set a ground for our next steps according to your unique situation.

2. Gather Your Data and Develop Your Financial Goals

Together, we will talk about your current financial situation and gather any necessary documents. In this process, we will begin to define your personal and financial goals, with a reference to a timeframe. 

3. Analyze and Evaluate Financial Status

At Rodriguez Wealth Management, we want to make sure that your goals are met. We take a transparent approach- taking into consideration all aspects of your situation to determine what you need to do to meet your goals. 

4. Review your CFP Professional’s Recommendations

During this process, we will go over our financial recommendations to you. We will take the next necessary steps to move forward along the Financial Planning Process.

5. Implement your CFP Professionals Recommendations

Together, we will agree on the best recommendations to be carried out in order to best meet your Financial needs. 

6. Benchmark Your Progress

As you work towards your goals, we will continuously monitor your progress to make sure you are on the right track. At Rodriguez Wealth Management, we believe in open communication throughout the entire planning process to best ensure that your Financial Goals are being met. From here, we will decide any necessary adjustments or future recommendations.

TRANSPARENCY IN ALL THAT WE DO

The median range of a comprehensive plan fee falls between $250 and $750 but all fees will be discussed and determined up front as we review the scope of your needs. As our client you will always be given an estimate and know the total fee to be charged in advance.

50% of the plan fee will be due upon the signing of the contract and the remaining fee will be due at the delivery of your plan. For individuals that decide to implement plan recommendations through us the fee will be waived. Fees would be waived in lieu of management fees and or a commission depending on the investment strategies utilized. All compensation will be disclosed prior to initiating any recommendations.

HELPING YOU NAVIGATE YOUR PATH TO RETIREMENT


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WHY US

The foundation of Rodriguez Wealth Management has been developed upon the values of:


HONESTY
TRANSPARENCY
RELIABILITY


TRUST. THE MOST IMPORTANT PART OF ANY RELATIONSHIP

We always strive to build and maintain trust with our clients as it is the single most important element of an investor- advisor relationship. It is our job to ensure you feel confidence in your plan and every product that you select. As we work together throughout your Financial Planning Journey, we will remain committed to the highest ethical and professional standards, with a tremendous emphasis on honesty and integrity. 

TRANSPARENT IN ALL THAT WE DO

You'll never wonder why we are recommending a specific course of action, because we are an independent firm, and as such only offer unbiased advice on the products best suited to help you achieve your goals. 

HERE FOR YOU EVERY STEP OF THE WAY

We not only help you prepare for retirement and make financial decisions, we get to know you and why your goals are important to you. We value the relationships we have with each of our clients above all else, and truly enjoy getting to know them beyond the numbers in their accounts. We see it as our job to help you navigate all of the questions that come with planning for retirement, and are always here for you when you need us. 

FINANCIAL DIRECTION FOR THE GOLDEN YEARS


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CLIENT-CENTERED SERVICE, RESULTS-FOCUSED PLANNING.


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CONTACT



LAKELAND OFFICE


Address

206 Easton Drive
Lakeland, FL 33803

Phone

863.937.9751

EMAIL 

eric@rodriguezwealth.com


BRADENTON OFFICE


Address

1201 6th Ave. W, Suite 324
Bradenton, FL 34205

Phone

941.242.1589

FAX

941.296.8237


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