Specializing in transitioning retirees into the Preservation & Consumption Phase phase of their lives.
RDS is a Complete Advisory Service, specializing in assisting retirees with their financial objectives regarding asset preservation, lifetime income planning, tax advantages, long-term-care, life insurance needs, and investment options.
We are a full-service retirement-planning firm offering Ultra-Conservative investment options such as:
Our team has been assisting retirees with their financial objectives for a combined 30 years! At RDS we consistently take meticulous pride in the work that we provide to all the families we represent! We are held to a FIDUCIARY "standard of care" under our Series-65 securities license, which means that we must always do what is in the best interest of our client, as well as disclose any possible conflicts of interest.
We are a full-service retirement-planning firm offering Ultra-Conservative investment options such as:
- Fixed Accounts: Include Solid Guarantees you can depend on, for the purposes of Lifetime-Guaranteed-Income and/or Legacy to your beneficiaries
- Variable Accounts: Ultra-Conservative, Institutional, Actively-Managed portfolios, seeking a high level of Risk-Adjusted Income and Capital Preservation
Our team has been assisting retirees with their financial objectives for a combined 30 years! At RDS we consistently take meticulous pride in the work that we provide to all the families we represent! We are held to a FIDUCIARY "standard of care" under our Series-65 securities license, which means that we must always do what is in the best interest of our client, as well as disclose any possible conflicts of interest.
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Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor
Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company, and are not offered by Global Financial Private Capital.
Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company, and are not offered by Global Financial Private Capital.