My name is Richard Rodriguez. I specialize in helping my clients financially prepare for retirement, which often includes the proper use of annuities. I help clients all over the country find ways to generate more retirement income and see how to grow and protect their money during these turbulent times securely.

Despite the current volatility in the market and the elevated interest-rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns.

While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, a few financial professionals know how to convert your savings into a long-term sustainable income (while protecting your money) so that you can spend with confidence when you retire.

For over 34 years, I’ve dedicated myself to helping my clients grow and protect their money with a financial plan tailored to their unique goals and dreams. Over my career, I’ve served in various roles at major financial institutions. I started as a broker at Morgan Stanley Dean Witter, later becoming a Vice President at Citicorp Investment Services, First Union Securities, Wachovia Securities Private Bank, and then the head of the Wealth Department at Continental National Bank of Miami. I have tremendous experience in helping my clients navigate all challenges to protect their funds from market unpredictability and provide peace of mind in retirement.

My journey into the world of wealth preservation began as a Florida International University student. As a child of parents who immigrated from communist Cuba in 1954 and their first child born in the United States, I’ve seen capitalism’s transformative power to lift people out of poverty firsthand. My experiences over the years have shown me the power of annuities in providing a secure, stable lifestyle free from financial worries.

Outside of work, I enjoy spending time with my high school sweetheart and wife of 43 years, Desiree, and I also work at her charity, Adopt-Stray, which focuses on rescuing dogs and cats. I also enjoy camping and bodybuilding, and my ultimate goal is to one day see my wife sell her accounting practice to enjoy the fruits of her labor.

I reside in Florida, and even though my office is physically located on Sanibel Island, I am able to work with clients throughout the United States. Through our advanced technology systems, not only can we meet “face-to-face” virtually online, but we can also share computer screens so that we are all on the “same page.” That way, you can see first-hand how various income strategies may work for you and your specific goals.

I do my best to take the mystery out of annuities by answering some of the most commonly asked questions in a simple, personalized way. All of my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

Feel free to reach out if you are looking for retirement planning guidance and annuity recommendations to help you reach your retirement goals.

Sincerely,
Richard Rodriguez