Eric Rodriguez

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Introduction

📌 Secure Your Family’s Future – Free Estate Planning Consultation Without a plan, the government—not you—decides what happens to your assets. I provide a FREE 30-minute consultation to help you understand: ✔ The essentials of estate planning ✔ How to avoid probate & unnecessary legal costs ✔ Smart wealth protection strategies for retirement & legacy planning 🔹 No confusing legal jargon 🔹 No expensive attorney fees 🔹 Just clear, professional guidance to help you make informed decisions 🔥 What You’ll Learn in Your Free Consultation: 📌 Estate Planning Basics – Understand the documents you need & why they matter. 📌 How to Avoid Probate & Legal Delays – Protect your assets from court battles. 📌 Wills vs. Trusts Explained – Which one is best for your family’s needs? 📌 Power of Attorney & Medical Directives – Why they are critical for your future. 📌 Retirement & Wealth Protection Strategies – Learn how to keep more of what you’ve built. 🔥 Wealth Protection Strategies I Offer: 📈 Retirement Planning – Ensure you have enough to retire comfortably & pass wealth to your heirs tax-efficiently. 💰 401(k) & IRA Reviews – Optimize your existing retirement accounts to maximize growth & minimize taxes. 🏦 Annuities – Learn how annuities can provide guaranteed lifetime income for retirement. 📜 Life Insurance Planning – Protect your family’s future with term, whole, and indexed universal life (IUL) policies. 🏠 Estate & Business Asset Protection – Ensure your business, home, and investments are legally & financially secure. 🚀 Tax-Free Growth Strategies – Discover how to accumulate wealth tax-free for retirement & legacy planning. 🔥 Why Clients Work with Me: Most estate planners focus only on legal documents—I provide a complete estate & financial strategy to help you protect your family & wealth for generations. ✔ One Platform for EVERYTHING – Estate planning & financial strategies in one place. ✔ Education-First Approach – Understand your options before making any commitments. ✔ No Sales Pressure – Just honest, expert guidance on securing your future. 📞 Schedule Your Free Consultation Today Estate planning isn’t just about paperwork—it’s about making sure your family is protected, your wealth is secure, and your future is planned. 🕒 Book your FREE 30-minute session today and get expert guidance—no obligation, just valuable insight. 👉 I look forward to speaking with you. 📌 Taking action today means peace of mind for tomorrow. Let’s get started.

Overview

Hired 14 times

Serves Cherry Hill, NJ

Background checked

15 employees

23 years in business

Business hours

Sun9:00 am - 5:00 pmMon9:00 am - 5:00 pm

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Featured Projects

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Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Excellent 4.9

8 reviews

88%

12%

Read reviews that mention:

Elizabeth F.

Jan 30, 2025

Eric was wonderful to work with on building my trust and will. He was patient in teaching me valuable information in financial planning and helped me to decide on important decisions that comes with financial responsibility. Eric even offered to bring his wife to help me notarize my trust. Eric continues to help me and my family by providing essential financial advice and knowledge that everyone should have a basis for. Thank you for your support.

Eric Rodriguez's reply

Thank you so much for your kind words, Elizabeth 🙏 It was truly a pleasure helping you build your Trust & Will and guiding you through the financial planning process. I believe that education and clarity are key in making the best decisions for your legacy, and I’m grateful for the opportunity to support you and your family. I’m always here to provide ongoing guidance and ensure your financial future remains secure. If you ever have any questions or need further assistance, don’t hesitate to reach out. Wishing you and your family peace of mind and generational prosperity! 💙

Chermaine Q.

Apr 13, 2024

Eric did a phenomenal job with helping my family. When we first met Eric, my husband was transitioning out of the world of professional sports and he put a plan in place for us to get us back on track and protect our assets.The service Eric provided was top notch and he was very patient and knowledgeable with all of our questions and concerns. I highly recommend him for your estate planning needs. The platform he has available to help clients is amazing. We couldn’t be happier and the peace of mind he provided with his services is truly amazing. I highly recommended Eric!

Eric Rodriguez's reply

Thank you for allowing me to serve your family.

Laura V.

Mar 15, 2024

I was referred to Eric and I am completly satisfied with his service. If you are looking for peace of mind and expert guidance in managing your finances and estate...Look no further! I highly recommend Eric. His team provided me with comprehensive solutions tailored to my needs, ensuring my assets are protected and my financial goals are met.

Eric Rodriguez's reply

Laura, Thank you for allowing me to serve you and your family.

Victor F.

Jan 22, 2025

Hired on Thumbtack

He was very knowledgeable knew his profession very well a great guy to work with and and would highly recommend

Eric Rodriguez's reply

Thank you, Victor! 🙌 I truly appreciate your kind words and the opportunity to work with you and your mother. My goal is always to provide clarity, knowledge, and strategies that bring peace of mind when it comes to legacy and wealth protection. If you ever need further guidance or have any questions, I’m always here to help. Wishing you continued success and financial security!

Wills and Estate Planning

Wendy T.

Jul 7, 2024

Hired on Thumbtack

Going into this project I knew nothing, but with assistance and professionalism, we got the job done .thank you

Eric Rodriguez's reply

Wendy, It was a pleasure to serve you.

Wills and Estate Planning

Credentials

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Eric Rodriguez

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is structured to offer exceptional value, reflecting the dual benefit of legal and financial expertise in every plan. Packages start at a flat rate based on your unique needs, and I provide a complimentary 15-minute strategy session to discuss your goals. I aim for transparency, so you’ll know exactly what to expect without hidden fees.
What is your typical process for working with a new customer?
I start with a free 15-minute phone or Zoom session to understand your situation and offer initial guidance.
What education and/or training do you have that relates to your work?
I’m a licensed financial and legal professional and have extensive training in estate planning, including wills, trusts, and asset protection. This combined expertise allows me to bridge the gap between traditional, solely legal-based planning and a more comprehensive approach that also considers financial security. Additionally, we collaborate with our team of licensed attorneys for initial consultations and review final documents, ensuring they meet the highest standards.