R2 Vision Information

A modern, values-driven financial planning practice built to help high-income professionals, business owners, and emerging affluent individuals (HENRYs) bring structure, clarity, and purpose to their financial lives. At R2 Vision, we specialize in helping clients turn future goals into personalized financial strategies that are clear, actionable, and aligned with what matters most — whether that’s financial independence, protecting loved ones, growing a business, or leaving a legacy. Our services include: Fee-based financial planning Wealth management Investment and retirement strategy 401(k) plan setup and support for growing businesses Benefits planning for business owners and employees Risk management Tax diversification strategies Disclosures: In addition to a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, Ray Roach is also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither R2 Vision, nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. R2 Vision is not owned or operated by New York Life Insurance Company or its affiliates. Ray Roach is not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. 6905 Rockledge Dr Suite 900 Bethesda, MD 21046 Office: 301-453-5351 Text: 202-935-9598