Client Access
Families/Individuals
Who we serve
Families are made up of unique individuals. While they may share the same home, or even the same bed, we understand that everyone has their own ideas of what success looks like when it comes to money. At RDS Wealth we know that what every family needs are an individualized holistic plan that is designed to get them exactly where they want to go, financially. We focus on providing financial advice to those families and individuals who want to live a retirement free from the fear of running out of money. If that is you, we want to meet you. We want to get to work for you!
We know that you have worked hard for what you have. You have spent your time, invested your body and mind, and probably even sacrificed memories with your own family to get to where you are today. The last thing you need to do now, is risk that hard earned wealth within a stock market you cannot understand. We will use the stock market in coordination with many other financial tools at our disposal to help ensure that you can spend more time/money on/with the people you love and the things you care about. All while worrying less about the stock market and more about living life, the way you have always wanted. Simply put we know that if YOU put forth the effort to SAVE money, WE will craft a well written PLAN for your investments, so YOU can LIVE HAPPY in retirement. We would love to sit down with you and begin working toward your financial success, today!
We have been blessed to work with many corporate executives from a vast number of industries across the region. We understand that corporate executives have their own challenges in retirement planning. Most the executives we work with are juggling busy schedules full of travel, family, and work demands. We also know that evaluating benefits, such as stock option and executive retirement accounts, is vital to making a transition towards retirement a successful one.
At RDS Wealth we work with executives at their own desired speed. Often times we will become an extension of their staff, if they so wish, taking direction from them and then doing the leg work needed to gather all the information we need to make the right financial plan decisions for their retirement plan. Whether you are a corporate executive who is nearing retirement or just beginning your retirement planning, let our team go to work for you in putting together a disciplined investment process that will lead to a retirement that is just as successful as your career.
Corporate executives
Business Owners
Small business owners and entrepreneurs! The ones who put all their time, passion, price, sweat and many tears into their career!
Small Business owners are close to our hearts at RDS Wealth because guess what… we are a small business too and we know all the challenges you face! Everything from maintaining payroll to ensuring your customer is always happy is always on your mind. For this reason, we see so many small business owners who need help managing their personal retirement goals. No matter how much you love your business, there will come a time where you will want to take a step back from it all- allow the next generation to take the reins. If you wait too late to begin the planning, you may find yourself facing financial difficulties that could have easily been avoided by putting a proper plan into place. Our philosophy of Save Money, Plan Well, Live Happy was built with you in mind.
We work with small business owners to address areas like risk management, tax mitigation, key-man coverage, buy-sell agreement funding, and group retirement plans that seek to provide both employee loyalty while also building financial freedom for the owners. Working with RDS Wealth as a small business owner will begin with YOUR goals in mind and can evolve into a consulting relationship with your corporation and its employees. We want you to view us as an extension of your team, here to ensure that your business lives on for decades to come!
Professional Athletes’ are very unique in their journey toward a successful retirement. The road starts with things like investing, signing bonuses, managing cash flow, and understanding player benefits programs. In coordination with an agent, manager, banker, and CPA we will review the current contract and begin working on a long-term plan that will lead to continued success far after the ball stops flying and the lights turn off for the last time in their career. Unlike most professions, a lion’s share of a professional athlete’s income and net worth comes from the early years of life. Many careers in athletics are short lived and highly compensated. For that reason, we want to immediately begin building a plan for income that will last. Building this base for income allows the athlete to sustain a lifestyle even if their earned income stops. Risk management and tax mitigation are key factors in a properly written game plan for the athlete. Our team at RDS Wealth is ready and capable of becoming the financial quarterback you need to make sure all the pieces of your financial game plan come together nicely- resulting in a win for you and your family
Professional Athletes
Your Dreams Matter
At R.D. Smothers Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.
Is your retirement portfolio built to last?
Request your FREE portfolio risk analysis to see if RDS Wealth can find areas of opportunity you should be taking advantage of TODAY
We offer services in these three areas:
Save
Prepare for retirement by putting your hard-earned assets to work.
How?
Retirement Income Strategies
Wealth Management
Annuities
Investment Management
IRA/401(k) Rollovers
Plan
Preserve the assets that can help you live the retirement you’ve always imagined.
How?
Asset Preservation Strategies
Life Insurance Planning
Tax-Efficient Strategies
Long-Term Care Strategies
Disability Insurance Planning
Live
Provide for the people and causes you care about the most.
How?
IRA Legacy Planning
Medicare Solutions
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
Insurance products are offered through the insurance business R.D. Smothers Wealth Management. R.D. is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by R.D. Smothers Wealth Management are not subject to Investment Advisor requirements. AEWM and R.D. Smothers Wealth Management are not affiliated companies. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. R.D. Smothers Wealth Management is not affiliated with or endorsed by the U.S. Government or any governmental agency.
The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.
