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© 2019 by Eon Equity Management LLC

EON EQUITY MANAGEMENT

Financial Planning to Help You Achieve Your Lifelong Goals

 

ABOUT

Hi, my name is Rafael Gutierrez and I am the founder of Eon Equity Management, a registered investment advisor located in South Florida.

After spending the first part of my professional career in the healthcare industry, I saw the need for financial advice tailored for people like me. As a former doctor of physical therapy, I have a personal understanding of the financial needs for someone working in healthcare.

My goal is to provide advice that is in your best interest to help you achieve the life you have always imagined.

One of the first things I like to ask people, is to imagine their life as if money were no object. What would you do differently, if anything? This is a fun exercise because it helps you uncover what goals you may have, what motivates you, and identifies what may be holding you back.

Unfortunately, these days, there are lots of things that can be holding us back. Every stage of your life will have financial decisions that can be costly if not dealt with appropriately. Buying a house, paying off debt, planning for kids college and of course saving for retirement are just a few.

 

My goal is to help people navigate these decisions with confidence and thus improving their financial clarity. Make sure to connect with me on social media and feel free reach out to me with any questions you may have.

SERVICES

Fee-Only Financial Advice Tailored For You

FINANCIAL PLANNING

We work closely with our clients to determine their goals and implement a plan that will help them achieve the financial clarity they are looking for.

Areas of Focus Include:

  • Cash Flow and Debt Management

  • College Planning

  • Business Planning for Small Businesses

  • Employee Benefits

  • Investment Management

  • Retirement Planning

  • Risk Management

  • Student Loan Management

  • Tax Planning

 

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