Roddy Caraballo provides retirement planning, financial guidance, and asset protection services for individuals and businesses, serving clients in Puerto Rico, Florida, Texas, and Arizona. The practice focuses on helping clients address retirement needs and life events, with solutions tailored to their circumstances.

Retirement services include rollover planning for 401(k) plans, pensions, IRAs, and TSP accounts, as well as annuities, Keogh plans, and executive compensation arrangements. Additional business retirement options include SEP IRAs, SIMPLE IRAs and 401(k)s, Safe Harbor 401(k)s, and 412(e)(3) plans. Business planning services also cover executive bonus plans, split-dollar arrangements, and buy-sell agreements.

For protection needs, the practice offers personal, life, disability, hospital, cancer, and long-term care insurance, along with medical plans and mortgage balance coverage. Other services include accounting, mortgage consulting, support with corporations, wills, home deeds, educational funds, and trusts. Roddy Caraballo emphasizes attentive service and encourages clients to discuss specific insurance coverage and financial questions directly with qualified professionals. The website notes that coverage availability and policy terms vary.