EP

A career-ending crash at 85 mph didn’t stop Roberto Jimenez—it redirected him. We sit down with the Marine-turned-broker to explore how leadership, service, and a clear process can turn financial confusion into a confident plan for retirement, legacy, and everyday money decisions. Roberto leads Greatness Financial Services, a veteran-owned, Fredericksburg-based brokerage that operates virtually and partners with more than 30 carriers to tailor solutions instead of selling one-size-fits-all products.

You’ll hear a candid breakdown of the biggest myths in personal finance, including the belief that planning is only for high earners or that you need a certain asset level to get help. Roberto walks through his simple client journey: a Zoom-based discovery call to find gaps, a deep financial analysis to map cash flow and existing accounts, and a transparent plan that prioritizes tax-free growth, penalty-aware access, and protection from market downturns. He explains how non-captive brokerage flexibility helps families compare options, reduce fees, and align strategies with real timelines—like retiring at 50 or funding a child’s future.

What sets this conversation apart is the blend of discipline and heart. Roberto shares how he and his wife run the business with clear roles and daily syncs to protect family time, and why building relationships—not transactions—creates better long-term results. If you’ve ever wondered how to legally pay less in taxes, avoid outliving your savings, and design a plan you can actually follow, this is a practical, no-jargon guide from someone who’s seen pressure up close and still chooses purpose.

If this episode helps you think differently about money, share it with a friend, subscribe for more local stories with real takeaways, and leave us a quick review so others can find the show.

Roberto Jimenez

Greatness Financial Services

greatnessfinances.com

operations@greatnessfinances.com

(540) 212-4132

150 Riverside Parkway, Suite 115 Fredericksburg, VA