We Build Relationships That Last

Our financial consultants at Finn & Rodriguez Wealth Management have developed enduring client relationships across generations and market cycles.

  Honesty. Integrity. 

  These core values direct all our client interactions.

  We listen.

  To discover what clients care most deeply about accomplishing.

  We help.

  Overcome what may be perceived as obstacles or challenges.

We deliver.

Our experience allows us to offer investment strategies and disciplined financial plans in easy to realize terms and parameters.

We care.

Our primary directive is to keep our clients on track with continual support.

We persevere.

You can depend on us to help maintain your course. 

Your Potential Benefits.

Our clients often tell us they feel a sense of clarity and confidence about pursuing their financial goals and often experience a better quality of life since they are working towards financial independence.

We invite you to learn more about Finn & Rodriguez Wealth Management on these web pages. Who We Are is the next logical step. Then call for an appointment so we can begin to build a lasting relationship.

Read our current thoughts and views here. 

 

Helpful Content

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Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

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Sound estate management includes creating financial and healthcare documents. Here's an inside look.

 

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

Are Women and Financial Strategies a Mismatch?

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Global vs. International: What’s The Difference?

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Budget Check Up: Tax Time Is the Right Time

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Use this calculator to better see the potential impact of compound interest on an asset.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Retirement Plan Distributions

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Fed and How It Got That Way

A quick history of the Federal Reserve and and overview of what it does.

Women and Retirement

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How to Retire Early

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The Richest Man in Babylon

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What to Do When You Lose Your Wallet

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Global and International Funds

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