SPECIALIZING IN:

Transitioning retirees from the 

ACCUMULATION PHASE 

to the

PRESERVATION & CONSUMPTION PHASE

of their lives.

  "One Family at a Time"

PROUD A+ RATED MEMBERS OF THE

BETTER BUSINESS BUREAU

" 24 Years Without a Single Complaint "

Click this image to go to our BBB site

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CONTACT US

SERVICES

RDS is a family owned, Complete Advisory Firm... with a combined 45 years in the industry, brothers Don & Shane Stallworth are best friends, and are highly passionate about their focus on enriching their client's retirement experience by maximizing their financial objectives regarding 

Asset Preservation, Guaranteed-Lifetime-Income, and Actively-Managed Investment Portfolio options, as well as Tax Advantages, Long-Term-Care, & Life Insurance needs.   

 

We offer In-Home Concierge Personal Visits or Remote VideoConference Consultations

 
Wall Street

OFFENSIVE

"RISK-MONEY" ALLOCATION:

Institutional, Actively-Managed, rules-based, emotion-free Investment Portfolios (with risk levels ranging from Conservative to Moderate), all focusing on a high level of Risk-Adjusted Income, Growth, and Capital Preservation. All portfolios include "Tactical-Overlays" for the purpose of protecting our valued client's assets during significant downturns in the market.

Coins

SERVICES OFFERED

In the process of taking on a new family at RDS,

we provide three complimentary services:

  1. Current Portfolio "Risk-Tolerance Comparison" & "Stress-Test"

  2. Comprehensive and Custom Retirement          Income-Plan, Portfolio-Profile & Solution-Proposal

  3. Personal “in-home” One-Hour Consultation or Remote VideoConference Consultation to go over the above complimentary documents, as well as to discuss a potential life-long relationship 

Inside Business

GENERAL PHILOSOPHY

Offering investment options in the Conservative to Moderate risk range, including (but not limited to):

Office Conference

DEFENSIVE

"SAFE MONEY" ALLOCATION

Modern technology

(zero market-risk) 

which include Solid Guarantees

to maximize a 

Guaranteed Lifetime Income

or a

 Guaranteed Enhanced Legacy

 
 

ADVISORS

Investment Advisor Representative  
H. Don Stallworth 
P.O. Box 331 
Dacula, GA 30019 
Phone: (877) 682-5280 
Fax: (770) 962-5371
 
Educational Background and Business Experience: 
Don Stallworth, D.O.B: April 28th, 1971. After high school attended Dekalb Community College in Atlanta, GA. Shortly after began a career in the financial industry in 1996 at NASE [National Association for the Self Employed [a 501(C)(6) non-profit organization] as a licensed insurance agent and small business specialist, providing health, life and disability insurance products to the public. Was promoted to sales management in 1999, then hired, trained and managed a team of 25 full-time agents over the next 3 years. Resigned from NASE in 2002 to open an independent agency, IBS-Insurance Brokerage Services, Inc., providing life, health, disability, Medicare supplements and Long Term Care products to the general public. In early 2009 converted existing agency to form RDS-Retirement Design Solutions, for the purpose of specializing in assisting retirees in their estate planning and investment objectives. Immediately attended advanced instruction training course at Asset Protectors & Advisors Group in Raleigh, NC, and later completed required course for the Series 65 exam to become registered as an (IAR) Investment Advisor Representative under (RIA) Virtue Capital Management, LLC.(VCM) a Registered Investment Advisor, RDS and VCM are independent of each other... and have since been utilizing this advanced education to maximize the level of assistance provided to all existing clients represented, as well as any new clients taken on. Compensation to RDS at this level is solely fee based, non-commission. 

Disciplinary Information: 
Don Stallworth does not have any disciplinary action to report. Public information concerning his registration as an investment advisor representative may be found by accessing the SEC's public disclosure site at www.adviserinfo.sec.gov.


Other Business Activities: 
Don Stallworth is a licensed insurance agent and President of Retirement Design Solutions, through which he may recommend insurance products offered by various insurance carriers for whom he functions as an agent and receive a commission for doing so. Please be advised that there is a potential conflict of interest in that there is an economic incentive to recommend insurance and other investment products offered through such insurance carriers. Please also be advised that Don strives to put clients’ interests first and foremost, and clients are not obligated to purchase insurance products through him.


Additional Compensation: 
Don Stallworth receives additional compensation through his business activities described above.


Supervision: 
Supervision of Don Stallworth is performed by Jeffrey Smith, Chief Compliance Officer, through reviews of internal transaction and security holdings reports, electronic and physical correspondence, and other internal reports as mandated by the firm and its regulatory authorities. Jeffrey Smith can be reached at 615-340-0801.


.

 

 

Investment Advisor Representative  
Shane C. Stallworth 
P.O. Box 331 
Dacula, GA 30019 
Phone: (877) 682-5280 
Fax: (770) 962-5371
 
Educational Background and Business Experience: 
Shane was originally going to college for computer programming before starting a family of his own and following Don into the financial industry at NASE in 1999. He now holds insurance licenses in multiple states, and also received his own Series 65 securities license to become an Investment Advisor Representative. He eventually left NASE and started his own agency as well. Don and Shane had separate agencies in the same industry and talked daily about their respective businesses, as well as shared ideas freely. After a few of years of discussions, they decided they could best serve their clients by coordinating their individual and unique strengths and combining their companies.

Disciplinary Information: 
Shane Stallworth does not have any disciplinary action to report. Public information concerning his registration as an investment advisor representative may be found by accessing the SEC's public disclosure site at www.adviserinfo.sec.gov.


Other Business Activities: 
Shane Stallworth is a licensed insurance agent and Owner of Retirement Design Solutions, through which he may recommend insurance products offered by various insurance carriers for whom he functions as an agent and receive a commission for doing so. Please be advised that there is a potential conflict of interest in that there is an economic incentive to recommend insurance and other investment products offered through such insurance carriers. Please also be advised that Shannon strives to put clients’ interests first and foremost, and clients are not obligated to purchase insurance products through him


Additional Compensation: 
Shane Stallworth receives additional compensation through his business activities described above.


 
Supervision: 
Supervision of Shane Stallworth is performed by Jeffrey Smith, Chief Compliance Officer, through reviews of internal transaction and security holdings reports, electronic and physical correspondence, and other internal reports as mandated by the firm and its regulatory authorities. Jeffrey Smith can be reached at 615-340-0801.

 

CONTACT US

PO Box 331 Dacula, GA 30019

OFC: (877) 682-5280

FAX: (770)962-5371

 

ABOUT US

Investment Advisory Services offered through Virtue Capital Management, LLC (VCM), a Registered Investment Advisor.  Retirement Design Solutions and VCM are independent of each other. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. 

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Retirement Design Solutions and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

"Guaranteed Income Contract" guarantees rely on the financial strength and claims-paying ability of the issuing insurer. 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. Fixed Insurance product guarantees are subject to the claims‐paying ability of the issuing company, and are not offered by Virtue Capital Management, LLC.  

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OFC: (877) 682-5280