Rodriguez Wealth Management

Rodriguez Wealth ManagementRodriguez Wealth ManagementRodriguez Wealth Management
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Rodriguez Wealth Management

Rodriguez Wealth ManagementRodriguez Wealth ManagementRodriguez Wealth Management
  • Home
  • Contact
  • Our Services

Welcome

There's much to see here. So, take your time, look around, and learn all there is to know about us. We hope you enjoy our site and take a moment to drop us a line.

Find out more

our services

Financial

Investments

 Structured Products, Notes, Bonds, Stocks and fixed income investments

401K Rollovers/ Retirement Accounts

Traditional IRA. Roth IRA, SEP IRA , Fixed Annuities, Fixed Index Annuities and Variable Annuities

Manged Money

Full Investment Advisory Services and Estate Planning

Wealth Strategies

Analyze Clients Current Investment Portfolio, tax situation, retirement plans and Executive Compensation Arrangements, as well as existing estate, gifting and charitable plans.

Life Insurance

Term,Whole Life, Universal Whole Life, Variable Life


Other Services

Tax Preparation

Individual and Business Sole Prop, LLC 

Accounting and Bookkeeping

Full Payroll Services and Bookkeeping Services

Notary services

Full Notary Public Services 

Business start up

LLC Formation, EIN, SALES TAX , Texas Workforce Commission Starup

Health Marketplace insurance

Blue Cross Blue Shield of Texas/ OBAMA CARE/ MEDICAID

Add a footnote if this applies to your business

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Rodriguez Wealth Management

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