Financial Planner
HOW TO LEARN
Learn about the services that will change your finances
Finance
I help you make financial decisions to build a better future.
Be your own bank
I teach you financial strategies to pay for your children's education, pay for your house and not leave those you love most in debt.
Financial protection for your loved ones
What if you're not here tomorrow? Insurance isn't for you, it's for the people you promised to protect for the rest of your life.
Retirement Plan
Te ayudaré a diseñar una estrategia para que cuando llegues a tu edad dorada no pases por necesidades económicas y alguien mas decida por ti donde vivirás el resto de tú vida
ABOUT ME
Eric Rodriguez
I am an entrepreneur with many years of experience in business and something I really enjoy is helping my clients turn their dreams into reality, through advanced accumulation and protection strategies for you and your loved ones. You will be able to have the peace of mind and certainty that there is a path that leads you to make your personal goals come true sooner than you think and all this is possible with correct strategies in the world of finance and everything that we still have to learn. Exciting, right?
Don't think more, schedule an appointment today
35+
Active People
72+
Changed Lives
94 +
Generating entrepreneurs
I am your
Financial
Planner
I want to help you change your life and that of your entire family.
Planning
Identify your key expenses and stop spending on unnecessary things.
Conscious consumption
Think about what you are buying, value the quality and don't fall for the temptations of "great deals"
Planning
Financial institutions to have better savings
Pay debts
Pay off debts and stop giving away money for interest
Build
We are what we do every day. So excellence is not an act, it is a habit.
Tools
Acquire savings instruments that generate interest
Diversify.
Investment expenses, Long-term investment,
Saving for medium-term goals.
Get your free consultation
Do you want to know more information about the solutions we have for you?
REAL TESTIMONIES LIKE YOU
Changing lives day by day
Sara Martinez
32 years
With Eric's guidance I was able to pay off my house in a very short time, and now I have and promote better control over my finances.
Gabriel Gonzales
40 years
Thanks to my IUL I was able to get out of debt very quickly and save my marriage.
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Learn about all the opportunities we have for you. I teach you financial strategies to pay for your children's education, pay for your house and not leave those you love most in debt.
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