Integrated educational and retirement planning for wealth-focused families, individuals, and businesses.
Sophisticated financial strategies begin early—often before grade school—to align educational funding with long-term retirement goals. Maximize financial aid eligibility, preserve wealth, and secure your legacy with a plan built for both today and tomorrow.
Amount of projected tax-free college refund money and retirement funds Dr. Vazquez created
for Kindergarten - High School families and retiring professionals as of September 2025:
$916,245.39
L.I.F.E. (Life Insurance Financial Education)
Annuities and Life Insurance. Yes, the primary reason to buy life insurance is to provide financial protection in the event of someone passing away. As well, there are investment components of life insurance that provide tax strategy to financially benefit the owner of a life insurance policy during their years before retirement. Annuities also play an important role as well in supporting your retirement goals. From life insurance policies that are Term, Whole Life, Indexed Universal Life, or Variable, and the various annuity options, my goal is to educate on how each of these options can play a role in your financial plan for today and tomorrow.
College Funding Education & Solutions
As a former college financial aid and retention professional of over 20 years, I know how the FAFSA (Free Application for Federal Student Aid) form can be used as early as first grade, or even earlier, on learning how to strategically pay for college while also learning how to build a tax-free retirement. Knowledge is power, and it’s never too early to start as college costs rise year after year. With so many options and opinions, college financial aid can be confusing.
I bring clarity and objectivity, backed by decades of experience.
Key Person Life Insurance
What would happen to your business if your key player passed away tomorrow? Would your business survive without them? How would your operations or revenue be affected?
A Key Person Insurance Policy is used by businesses to be proactive in preparing for what happens should this key person pass away. We customize a policy to fit your business needs to provide your company peace of mind and financial protection.