We Build Relationships That Last
Our financial consultants at Finn & Rodriguez Wealth Management have developed enduring client relationships across generations and market cycles.
These core values direct all our client interactions.
To discover what clients care most deeply about accomplishing.
Overcome what may be perceived as obstacles or challenges.
Our experience allows us to offer investment strategies and disciplined financial plans in easy to realize terms and parameters.
Our primary directive is to keep our clients on track with continual support.
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.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
This worksheet can help you estimate the costs of a four-year college program.
A few strategies that may help you prepare for the cost of higher education.
Military families face unique challenges, making personal finance even more critical.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work in 2012 to pay federal tax liability.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
If you died, what would happen to your email archives, social profiles and online accounts?
Understanding the cycle of investing may help you avoid easy pitfalls.
Investors seeking world investments can choose between global and international funds. What's the difference?
Are you ready for retirement? Here are five words you should consider.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.