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Independence, Integrity, Commitment, Kindness Your Personal Financial Advisors Lasting Client Relationships is a Priority A High Level of Commitment

Who We Are

What We Do

Professional Money Management

Do It Yourself or Partner With Us?

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Saving for Retirement

Reach your goals

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Retirement Readiness

How to prepare for the big day

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University & College Employees

UT, Texas A&M, TSC, TSTC 
ORP, 403(b), 457 plans

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Saving Money For College

We have tax-advantaged plans!

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For Beginners & Procrastinators

Starting is the beginning!

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Widows, Widowers & Divorcees

We know how to help

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Social Security and TRS

Choosing the right options

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Commitment to Our Clients
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Commitment to Our Clients

  • help you pursue better financial outcomes
  • act in your best interest
  • understand your goals, needs and challenges
  • provide independent, transparent financial advice
  • deliver unparalleled service
  • be your trusted advisors, not "salespeople"
  • remain independent of all investment companies
  • have integrity
  • be kind
Who We Are


Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous. 

  • At Richardson Rodriguez Financial Group, we have over 60 years of combined experience in helping clients make good choices that benefit them.  
  • We understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away.
  • Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement.
  • Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.

Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.

Let's Get Ready!

Since 1976!

Our Mission is to help individuals and businesses make better financial decisions by providing solutions that fit their goals and deliver a desirable outcome.

Our Vision is to be your most trusted advisors through our professional knowledge, our integrity and our personalized service.

Our Goal is to help you make your dreams come true, to be your "go to" team for any financial concerns you may have, and for you to enjoy the ride.

We are committed to remaining independent for the benefit of our clients.


We are a 46-year-old financial services company with professionals offering financial, estate, retirement and asset preservation strategies. We help our clients achieve their goals in the areas of wealth accumulation, preservation, and the distribution of their wealth during their lifetime and after. Financial freedom, success, and happiness take more than just investments. The formula includes comprehensive strategies and a professional coach. At Richardson Rodriguez Financial Group, we are trained and licensed professionals with over 60 years of combined experience.

We try to go "one step further" for our clients ... then one more.

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