Zayed Rodriguez MSc, RICP - Wealth Engineer and Business Consultant

Wealth Engineer and Small Business Consultant for entrepreneurs that want to achieve financial freedom.

We are a fee-only financial and business consulting firm serving clients primarily in CT, and New York. We specialize in Money creation through businesses, Money management an
Investment diversification. Our goal is to achieve financial freedom as quickly as possible. Please contact me to help you fully analyze and recommend appropriate solutions. Any testimonial on this site is based on an indiv

How to Maximize Your Social Security Benefit 12/01/2021

What can you do to maximize your Social Security benefit? For starters, watch this video from AARP and see why collecting at age 70 can pay off handsomely.

How to Maximize Your Social Security Benefit Good things come to those who wait. From the time you reach full retirement age, your maximum monthly benefit will increase for each month you hold off on collecting until you reach age 70.

Timeline photos 11/30/2021

When you prepare for the future, you want all your bases covered. See how NYL My Care can be an affordable way to help position you for a worry-free retirement. https://bcove.video/2tmwLN0

Whole Life Insurance as an Investment | New York Life 11/25/2021

Happy ! Today, give thanks for your loved ones, the time you spend together, and the memories you make. When the festivities have quieted, give me a call and we'll talk about how to protect them.

Whole Life Insurance as an Investment | New York Life When you add whole life insurance to your financial portfolio, it can work for both you and your family. Learn how this type of investment can support your goals.

The 3 Biggest Myths About Social Security 11/24/2021

Worried about Social Security not being around when you need it? Thinking about taking benefits at age 62? This video from AARP cuts through some of the misinformation surrounding Social Security and gives you some facts to help make an informed decision.

The 3 Biggest Myths About Social Security There’s a lot of misinformation about Social Security out there. Is it going broke? Do you take out what you pay in? Is it best to collect when first eligible? Find out the answers in this video.

Timeline photos 11/23/2021

Sometimes preparing for retirement takes more than saving money. See how NYL My Care provides valuable protection, priced to suit your budget. https://bcove.video/2tmwLN0

10 Things No One Tells You About Early Retirement 11/19/2021

Looking to retiring early? Before you hand in your retirement notice, here are a few things you may want to be aware of.

10 Things No One Tells You About Early Retirement As pandemic restrictions ease, 10 key factors related to the cost of living can help you decide if moving up your retirement date is a good idea.

Timeline photos 11/18/2021

Think you’ll earn $1 million or more before retirement? If so, be sure to watch this video and see how our Million Plus Level Term Life Insurance can help protect your family’s lifestyle—for less than you might expect. As always, I’m here to help.
https://bcove.video/3vw7P4x

Timeline photos 11/17/2021

5 Best Strategies: Year-End Retirement Tax Planning for 2021
New tax proposals highlight the need for making money moves before December 31!
Today November 17 2021 at 1PM EST Ed shares timely ideas
Space is limited, register today by clicking on the link:
https://event.on24.com/wcc/r/3476425/F62EA77F555DDC385D7DD6D9C9E2BB91?partnerref=0175607

11/16/2021

I bring you this reminder to prepare—whether that means thinking about how to care for aging loved ones or planning ahead for yourself. Learn about the basics and let's talk.

www.newyorklife.com

Timeline photos 11/15/2021

We are thrilled to announce renowned IRA expert Ed Slott, CPA is joining us once again to host the Power of Knowing seminar on November 17, 2021 at 1 PM ET. Hear Ed share knowledgeable, professional advice on the five best strategies to consider to combat potentially new and higher tax rates in 2022. Please watch this brief video to learn more about Ed’s seminar:
https://players.brightcove.net/1672918732001/default_default/index.html?videoId=6277120609001
Register today: https://event.on24.com/wcc/r/3476425/F62EA77F555DDC385D7DD6D9C9E2BB91?partnerref=0175607

Timeline photos 11/14/2021

With Million Plus Level Term Life Insurance you now have a way to give your family the financial security they need—for less than you might think. Check out this video and see how easy it can be to protect the life you want for your loved ones.
https://bcove.video/3vw7P4x

Timeline photos 11/13/2021

Your family needs you now more than ever. Watch this video to see how our Million Plus Level Term Life Insurance makes it easy to give your family a substantial amount of protection when they need it most. As always, let me know if you'd like to talk.
https://bcove.video/3vw7P4x

Timeline photos 11/12/2021

Wish there was a way to give your loved ones all the protection they need? With Million Plus Level Term Life Insurance, there is. Just take a moment to watch this video and see why this coverage is great for people ages 50-60.
https://bcove.video/3vw7P4x

Timeline photos 11/11/2021

On , we salute those who bravely serve our country and protect all of us every day.

Timeline photos 11/10/2021

Your family depends on you for so much, and Million Plus Level Term Life Insurance can protect their lifestyle and future for less than you might expect. This video shows you how. Contact me with any questions.
https://bcove.video/3vw7P4x

Save For College or Retirement? | New York Life 11/09/2021

Juggling work and family is no easy feat, especially when it comes to finances. But there are ways you can help make the fruits of your labor go even further. Learn what you can do to have the important things in life covered.

Save For College or Retirement? | New York Life Learn to save for a child's college education while funding your retirement with these savings vehicles.

Timeline photos 11/08/2021

This month we give thanks to our military men and women and their loved ones who support them every day. The sacrifices you make for your families and ours will never be forgotten.

Small Business - Protect, Reward, and Plan | New York Life 10/11/2021

Whether your business is closed or not for , it's the perfect time to explore new horizons of your own. With our financial professionals, you can learn about new ways to protect your business, reward your employees, and prepare for the future.

Small Business - Protect, Reward, and Plan | New York Life Learn how insurance from New York Life can protect and support your small business, from guiding succession planning to providing incentives for your employees.

Timeline photos 09/06/2021

This , let the shift from summer heat to a hint of autumn chill inspire you to make a few shifts of your own. If you use this short list as a guide, a few changes might make for a better future.
https://www.newyorklife.com/articles/why-whole-life

Timeline photos 08/09/2021

This , let the shift from summer heat to a hint of autumn chill inspire you to make a few shifts of your own. If you use this short list as a guide, a few changes might make for a better future.

Timeline photos 07/04/2021

From amber waves of grain to purple mountain majesties, happy to everyone across this great country.

Timeline photos 06/19/2021

is a moment to celebrate Black history, commemorate challenges and victories, and hope for a better tomorrow.

Retirement budgeting—Manage retirement spending | New York Life 06/08/2021

When it comes to managing retirement spending, no single formula works for everybody. While these tips can help you prepare, I can help you put a strategy in place to help ensure you have the best retirement possible.

Retirement budgeting—Manage retirement spending | New York Life Have you developed a retirement withdrawal strategy or spending plan? Learn about retirement budgeting from New York Life and ensure that your savings last.

Losing a spouse - Your financial guide | New York Life 06/07/2021

There's no guidebook for dealing with the loss of a spouse, but you don't have to do everything alone. When you're ready, reach out and I can help you through some of the important financial steps you should take.

Losing a spouse - Your financial guide | New York Life Check out New York Life's guide for those experiencing the loss of a spouse to learn how you can set goals for the future and move forward.

Memorial Day: remembering our fallen heroes. 05/31/2021

Today we honor all those who have served.

Memorial Day: remembering our fallen heroes. On Memorial Day, we honor those who died while serving in the military. Here we look back at how New York Life has supported our country’s heroes throughout our long history.

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3 Belden Avenue
Norwalk, CT
06850

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Monday 8am - 7pm
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Wednesday 8am - 7pm
Thursday 8am - 7pm
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