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The Advantage You Deserve

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Get The Advantage You Deserve With Financial Advantage Consultants

Client-focused financial planning for your future.

Financial Advantage Consultants is in Edinburg, TX, serving the entire State of Texas. As an independent, customer-centric firm, we specialize in crafting personalized plans that empower clients to save and grow their wealth for the future. With over 50 years of combined experience, Financial Advantage Consultants is a trusted name that you can rely on.
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A Strategic Approach Beyond The Ordinary

Are Your Retirement Savings On Track?

Maintain Income For Life with Strategic Planning

Financial Advantage Consultants

Are you interested in attending a complimentary educational seminar or event on retirement planning?

At Financial Advantage Consultants, we want to equip you with the insights and resources necessary for a prosperous retirement journey. Join one of our workshops today and embark on the path to your retirement dreams.

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Meet our team of professionals

Our Talented & Dedicated Team

Sergio Rodriguez

President / CEO

For over 24 years, Sergio has been a revered expert in health and life insurance, as well as tax planning. Throughout his career, Sergio has consistently been acknowledged as a leader in the financial and insurance sectors, regularly invited to speak at prestigious industry events.
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Jaime Rodriguez

Executive Vice President / CFO

About Jaime

Eduardo Navarrete

Executive Vice President / COO

About Eduardo

We’re only a phone call away! Call 800-492-4055 and let us know how we can help.

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Get Started With Financial Advantage Consultants

Still have questions? Contact us today to secure your financial future.

We offer a specialized financial planning approach that is unique to each of our clients’ needs. Our approach enables us to dedicate time to comprehending your needs and financial objectives, outlining all available options, and guiding you towards the optimal path forward.
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Financial Advantage Consultants

A team of experts helping people save, protect, & increase their wealth.
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Business Hours
  • Mon - Fri: 9:00 am - 6:00 pm
    Sat - Sun: Closed
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  • 1409 S 9th Avenue
    Edinburg, TX 78539

IMPORTANT DISCLOSURES Financial planning and investment advisory services offered through Sequent Planning, LLC, a Registered Investment Adviser (RIA). Sequent and its advisers do not render tax, legal or accounting advice. Our advisers are independent contractors and not employees of Sequent. Financial Advantage Consultants is not a registered financial services company. Eddie Navarrete is an Investment Advisor Representatives of Sequent Planning.

“The information provided on this website is for your educational purpose. This site is published for residents of the United States. Information presented is for education purposes only and does not intent to make an offer of solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investing involves risk. The content provided is believed to be accurate. Sequent relies on third-party providers for content. Any subsequent, direct communication by Sequent with a prospective client shall be conducted by a representative that is registered (except if relying on de minimus rule) in the state where the prospective client resides.”

Please review the Sequent Planning website for our ADV and Privacy Policy at www.sequentplanning.com

Additional information about Sequent Planning is also available online at www.adviserinfo.sec.gov or https://brokercheck.finra.org/. You can view our firm’s information on these websites by searching for Sequent Planning or by our firm CRD number 160381

(800) 492-4055
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Sergio Rodriguez

President / CEO

For over 24 years, Sergio has been a revered expert in health and life insurance, as well as tax planning. Throughout his career, Sergio has consistently been acknowledged as a leader in the financial and insurance sectors, regularly invited to speak at prestigious industry events.

Sergio leverages his expertise in tax planning to offer clients comprehensive services aimed at minimizing tax liabilities and achieving their financial objectives. With experience serving businesses of all sizes, Sergio provides the necessary guidance to navigate the complexities of the tax system.

Born and raised in the Rio Grande Valley of Texas, Sergio and his wife Lucy have chosen to make the valley their lifelong home. They have raised three exceptional children known for their service-oriented and business-minded approach. Now grandparents, they emphasize the importance of family closeness. Sergio treats his clients like family, striving to empower each one to prosper in their financial endeavors.

Jaime Rodriguez

Executive Vice President / CFO

Jaime is a dedicated Tax & Financial Strategist and Health Insurance Authority with a passion for helping his clients achieve success. With years of experience in the industry, Jaime has built a reputation as a knowledgeable and trustworthy advisor who always puts his clients’ needs first. He understands that each client is unique and takes the time to develop personalized strategies that meet their individual or group needs.

Jaime’s commitment to his clients doesn’t stop at the office. He knows the importance of work-life balance and enjoys spending quality time with his family. Jaime has been married to his beautiful wife Reena for 22 years and cherishes every moment he gets to spend with her and their two wonderful children.

When he’s not in the office or spending time with his family, Jaime being a Valley native, enjoys nothing more than being out in nature. He is an avid archer & fisherman and attributes his love for the outdoors to his late father.

Eddie Navarrete

Executive Vice President / COO

Eddie has over 20 years of experience in the Financial Services industry. He has helped individuals and businesses navigate the complex world of finance by providing valuable insights and customized solutions. With his deep knowledge of the financial markets, products, and regulations, he can assist with investment management, retirement planning, risk management, tax planning, and other financial planning needs. Whether you’re an individual looking to secure your financial future or a business seeking to optimize your financial performance, he can provide tailored advice that aligns with your goals and objectives.

Eddie, a proud native of El Paso, has made the Rio Grande Valley his home for the past 27 years. He shares a joyful marriage with his wife Elizabeth, and together, they cherish their time spent with family. Outside of his office duties, Eddie finds great joy in the company of his 10 grandchildren.

Eddie is also an active member of his community, and the Assistant Pastor at Antioch Bible Church in Alamo, Texas.

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