Cisco Rodriguez, MBA
7101 Wisconsin Ave.
Bethesda, MD 20814
Most Individuals and Business Owners are unaware of the pitfalls in their current financial model. Through no fault of their own, due to busy schedules, demanding family life and information overload they leave themselves and their families exposed to excess taxes, hidden cost, and unnecessary risk in their financial life. Through a series of in–depth analysis and one to one conversations, Cisco helps them understand where the problems may occur and how to minimize or eliminate them. Whether you are a do it yourself-er or have a team of advisers, he encourages you to have a conversation with him, you never know what you may learn.
Cisco enjoys all the major sports, Baseball, Basketball,Football, and plays billiards/pool, relaxes with a good crossword puzzle and listens to Audio Books and Podcasts to make his drive time a learning experience.
Areas of Focus:
- Business Planning
- Personal Financial Strategies
- Wealth Accumulation
- Business Succession
- Retirement Planning
- Succession Planning
- Key Person Planning
- Wealth Protection & Wealth Distribution
- College Funding & Planning
- Disability Insurance
- Buy Sell Strategies
- Cash Flow Planning
Financial Balance from the Living Balance Sheet
This unique and powerful video supports the financial concepts, embedded in The Living Balance
Sheet® system, which constitute an uncommon knowledge surrounding financial decision making.
Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. First Financial Group is not an affiliate or subsidiary of PAS or Guardian. The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws. © Copyright 2005-2019, Guardian.