Finance Planner

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HOW TO LEARN

Learn about the services that will change your finances

Finance

Finance

I help you make financial decisions to build a better future.

Be your own bank

Be your own bank

I teach you financial strategies to pay for your children's education, pay for your house and not leave your loved ones in debt.

Financial protection for your loved ones

Financial protection for your loved ones

What if tomorrow you are no longer here? The insurance is not for you, it is for the people you promised to protect for the rest of your life.

Retirement Plan

Retirement Plan

I will help you design a strategy so that when you reach your golden age you will not be in financial need and someone else will decide for you where you will live for the rest of your life.

WHO I AM

Eric Rodriguez

I am an entrepreneur with many years of experience in business and something I enjoy very much is helping my clients to turn their dreams into reality, through advanced strategies of accumulation and protection for you and your loved ones. You can have the tranquility and certainty that there is a path that leads you to realize your personal goals sooner than you think and all this is possible with the right strategies in the world of finance and all that we have yet to learn, Exciting right?


Don't think twice, schedule an appointment today.
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Experienced Members

I am your
Financial Planner

I want to help you change your life and your family's life

Contact me at
Plan

Plan

Identify your key expenses and stop spending on unnecessary things.

Conscious consumption

Conscious consumption

Reason what we are buying, value the quality and do not fall into provocations by "great offers".

Plan

Plan

You must establish your financial priorities in order to have a better savings.

Pay debts

Pay debts

Pay debts and stop giving money away for interest.

Build

Build

We are what we do every day. So excellence is not an act, it is a habit.

Instruments

Instruments

Acquiring interest-bearing savings instruments

Diversify.

Diversify.

Spending for investment, Long-term investment, Saving for medium-term objectives.

Get your free consultation

Want to know more information
About the solutions we have for you?

TESTIMONIALS FROM REAL PEOPLE LIKE YOU

Changing lives day by day

With Eric's guidance I was able to pay off my house in a very short time, plus I now have and promote better control of my finances.

Sara Martinez

34 years old

Thanks to my IUL I was able to get out of debt very quickly and save my marriage.

Gabriel Gonzales

40 years

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Know 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 your loved ones in debt.
CONTACT ME

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