Eric-Johns
Typically responds within 24 hours
Eric-Johns
We specialize in tax planning for those nearing retirement.
Clients who would be a good fit
Our ideal client is approaching retirement, typically age 55-60, looking to optimize their withdrawal strategy and minimize taxes. Specifically, they have substantial tax-deferred balances (401k, 403b, 457b) and want tax, estate, cash flow, and investment advice.
Clients who wouldNOTbe a good fit
Our investment philosophy advocates holding a globally diversified portfolio of low-cost ETFs, so prospects who do are looking for individual stock pickers or crypto exposure are not a good fit for our firm.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.45% to 1.5%
One-Time Financial Planning Fee
$4,000 to
Hourly Rate
$400
Meeting Options
In person meetings
Video meetings
Phone
Email
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
