You need a financial strategy today to pursue your goals tomorrow.
I can help.
My name is Raúl López.
- I am a CERTIFIED FINANCIAL PLANNER™.
- I have been a financial advisor for 13 years.
- I am affiliated with one of the largest financial networks in the US
I design customized financial strategies for individuals and business owners to help improve their life.
Investments
IRA – 401k – Roth – SIMPLE – SEP – 403b – 457 – DROP – Pension – Social Security – K-12/College Education Funding – Brokerage Accounts – Wealth Management.
Life Insurance
Term Life Insurance – Permanent Life Insurance – Annuities – Disability Income Insurance – Long Term Care – Buy-Sell Agreement Funding – Key Person Insurance.
Strategy/Planning
Personal Financial Plan – Executive Compensation/Benefits – COLI – Corporate Retirement Plans.
Individuals – Families – Business Owners
Let my knowledge and experience be your advantage.
Do you have a financial question I can help answer?
Let’s discuss your financial options.
Call to schedule your free consultation at 787-478-0760.
Disclosure: This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Please Note: When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided on these websites.
Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. 1511 N Westshore Boulevard, Suite 1100, Tampa, FL 33607. 813-287-8800. 5067569