Adolfo & Andres Rodriguez discuss their approach to helping clients create a savings plan that makes sense for a successful future.
Listen to the interview on the Business Innovators Radio Network – https://businessinnovatorsradio.com/interview-with-adolfo-andres-rodriguez-with-a-r-financial-group-discussing-tax-mitigation-for-retirement/
Rodriguez says, “We have extensive experience and knowledge in the products we offer and the expertise to use those products to provide maximum benefit and protection to our clients. Our commitment and desire are to establish trust and a long-lasting relationship with our clients. This commitment has served us well throughout the years. We take pride in knowing that our clients keep returning to us for advice. We strive to build meaningful – rewarding relationships with our clients.”
Wealth-building is an important financial goal for many people. But it’s not always easy to do in a tax-efficient way. One strategy that can be used to build wealth tax-efficiently is to use permanent life insurance. This type of insurance provides a death benefit that can be used to help build wealth while also providing some tax advantages. This strategy can be an excellent way to build wealth tax-efficiently. Working with a financial professional is essential to ensure it’s right for the situation.
Learn More: http://adolforetirement.com/
About Adolfo & Andres Rodriguez
Adolfo Rodriguez became managing partner of the A/R Financial Group in 2005. With over 20 years of experience in the insurance and financial service industry, Adolfo Rodriguez has always focused on the unique needs and goals of the pre-retiree & retiree community. Adolfo Rodriguez and his team serve a select group of families to help build and maintain the retirement lifestyle they have worked so hard for and deserve.
Adolfo Rodriguez is a college graduate from the University of Houston Clear Lake and holds the following designations: Registered Financial Consultant (RFC), National Social Security Advisor (NSSA). He is a National Financial Planning Association member and the National Association of Insurance and Financial Advisors. Adolfo Rodriguez created the “GRIP” a proprietary system that produces guaranteed income in retirement, and author of “My Retirement Rescue” book. Adolfo is currently the President of the non-profit organization Casa Cuba of Houston. Adolfo is a member of the board of the San Jacinto College Advisory Committee. Adolfo is a speaker for SOFA, a non-profit organization Society of Financial Awareness. He’s also Co-founder of Bio Energetic, with two pain management clinics in Las Vegas, Nevada, San Antonio, and opening one in Houston in 2022. Adolfo Rodriguez has been featured on many networks as a Social Security and retirement expert.
Adolfo Rodriguez was born in Havana, Cuba in 1966, and his parents were able to leave the communist island for a better life in 1968. Adolfo’s family was transplanted to Texas, where they lived all their life. Adolfo grew up in Pasadena from the age of 12 and has been here ever since. Adolfo learned from his father the value of hard work, honesty, and integrity. His father opened and operated his own business, and Adolfo inherited the business after his father’s death in 2016. Adolfo operates the accounting part of his father’s business as other family members run the business’s daily operations.
Adolfo Rodriguez married his wife Denise Rodriguez in 1992 and have two children, a son Andres and a daughter Alexa. Alexa graduated from the University of Houston and will be teaching and coaching in her old high school Andres, after playing basketball in college at Kansas on an Athletic Scholarship, has joined the firm as a junior advisor. Adolfo is a Shriner and enjoys volunteering at the hospitals located in Galveston. Adolfo is proud to be a Shriner and the work they do in the community. Adolfo enjoys spending time with his children and wife; they enjoy traveling and doing multiple outdoor activities in the great state of Texas. Adolfo and his wife Denise have their family roots in Texas, and Texas is the place they call home.
Andres Rodriguez is completing his Bachelor of Business degree at the University of Houston Clear Lake. In 2021, Andrés became a Junior Partner with over 5 years of experience in the industry. His goal is to create a personalized plan for every client based on their current financial situation and future retirement goals. In addition to his licenses in Life and Health Insurance, Rodriguez continues to study so that he may obtain other licenses to serve his clients better.
Since he was a small child, Andres Rodriguez has lived in the Pasadena area. Growing up Andres learned about the financial industry from watching his father (current managing partner) run and grow AR Financial Group into what it is today. During this time, he learned the importance of hard work, which eventually led him to play collegiate basketball. The focus of his hard work has now shifted to helping his clients on a daily basis. Learning the process to make sure that clients can reach their financial goals consistently. Andres loves Texas and has no desire to move out this great state.
Andres loves dogs and enjoys spending time with his two grown German Shepherds “Lady and Ryan.” Andres enjoys exchanging stories with other dog owners he is always amazed how different dogs can be depending on the breed. He would love to be a breeder as a hobby later on in life.