Will Rodriguez's Linkedin Analytics

We have been enjoying 12+ years of bull markets; many aren't prepared for what's coming next. My team can help identify pain points in the portfolio and financial plan and provide possible solutions. Clients near retirement should have a well-designed portfolio to lower risk, hedge against inflation and interest rate increases, and be prepared for a potential "dual bear market." We help clients with the following: *GROWTH POTENTIAL WITHOUT DIRECT MARKET EXPOSURE *PROTECTING THEIR PRINCIPAL FROM MARKET VOLATILITY *GENERATING GUARANTEED INCOME THEY CAN'T OUTLIVE *TRANSFORMING SAVINGS INTO A PREDICTABLE INCOME *OPTIONS FOR INFLATION PROTECTION AND LONG-TERM CARE COVERAGE *DEBT ELIMINATION We help families and business owners achieve their financial goals by providing personalized plans to fit their needs and wants. No two people are the same, so cookie-cutter retirement plans won't work. We'll build a plan that works for YOU. WHAT MAKES US DIFFERENT: Financial Leaders is an independent firm. That means we are not owned by or influenced by any financial institution. Our sole bias resides on the client's side – to bring appropriate solutions to that client and their family, no matter their background. HOW IT WORKS: Your first no-obligation appointment with the firm includes an introduction to who we are and how we operate. If at that point, you would like to move forward with our consultation, we ask you to complete some homework so we can learn more about you, your family, and your current financial situation. From there, we'll help you develop a financial road map to where you want to go. WHY IT WORKS: When you partner with Financial Leaders, you get the most efficient and effective financial planning services that family-focused individuals and business owners want. By addressing your needs and wants first, we can develop a roadmap specific to your financial journey and give you realistic and clear expectations. We look forward to hearing from you!