Live A Retirement Free From Fear of Running Out of Money
Families / Individuals
You’ve worked hard for what you have. You deserve a financial plan as unique as you are and designed to get you exactly where you want to go financially. We use several financial tools to help ensure you can spend more time living happy in retirement.
Corporate Executives
Corporate executives have their own challenges in retirement planning. Let our team go to work for you in putting together a disciplined investment process that can lead to a retirement just as successful as your career.
Business Owners
We work with small-business owners to address areas like risk management, tax-efficient strategies, key-man coverage, buy-sell agreement funding and group retirement plans that seek to encourage employee loyalty while also building financial freedom for the owners.
Professional Athletes
In coordination with an agent, manager, banker and CPA, we will review the current contract and begin working on a long-term plan for continued success long after the game ends.
The Retirement Atlas
Life is a journey that begins with a single step, but which step sets you on the path toward living happy in retirement? At RDS Wealth, our Retirement Atlas planning process is designed to help you Save Money and Plan Well so you can achieve your goals and Live Happy.
1. Pinpoint Your Destination
What does your dream retirement look like? We’ll start by looking at where you want to go and how we might help you get there.
2. Determine Your Starting Point
To get where you’re going, we have to know where you’ve been. We’ll look at your current financial status and consider any potential hazards or detours between you and your desired destination.
3. Chart Your Course
We’ll reveal your Retirement Atlas, a financial plan tailored to your unique situation and retirement goals. Once we set your plan in motion, we’ll regularly review and reroute your plan to accommodate your evolving needs and goals.
