Superior Planning = Superior Results™
Make the Right Decisions in Your Financial Life NOW – so you can live your best life™
At Right Decision Financial Planning, we believe that superior planning leads to superior results.
As a fiduciary financial advisory firm, our commitment is to always act in your best interests, ensuring that your financial future is guided by transparency, integrity, and expertise. Since 2002, we have helped individuals and families make informed, confident decisions about their investments, retirement, and long-term financial goals.
Unlike traditional advisors, we operate on a client-first approach, free from conflicts of interest, so you receive personalized, unbiased financial strategies tailored to your unique needs. Whether you’re planning for retirement, navigating market volatility, or optimizing investments, our expertise ensures you have a trusted partner every step of the way.
Our range of consulting and advisory services
For Individuals & Families
College Savings
Planning for your child’s education is a crucial investment in their future. At RDFP, we help families navigate the complexities of 529 College Savings Plans to ensure a tax-efficient and flexible approach to saving for higher education.
401(k)-IRA Rollover
By moving your assets from your 401(k) or other retirement plan into an IRA Rollover, you can maintain its tax-deferred status, even after changing jobs or retiring. This can also give you greater control over your retirement savings
Wealth Management
Innovative thinking, active investing, and managing risk can produce superior client outcomes. We take an institutional approach to investment management and follow a disciplined due diligence process when selecting investments for your portfolio.
For Small Businesses
401(k) for Solopreneurs
We help solo business owners, independent contractors, and single-member LLCs set up individual 401(k) plans designed to maximize retirement savings while reducing taxable income. Our fiduciary guidance ensures your plan is optimized for your income level, business structure, and long-term goals—all with simplicity, flexibility, and compliance in mind.
Tax Optimization Strategies
Working collaboratively with your external tax professional, an RDFP fiduciary advisor will consider the many strategies available to you to help reduce your current and future tax obligations and show you how they may fit into your overall financial plan. While paying taxes is often unavoidable, we help optimize your tax.
For US Expats
Cross Border Financial Planning
We understand that as an American living outside the U.S., you may face some difficult challenges. That's why we aim to make your financial transition as smooth as possible. We can help you invest in U.S. markets while living abroad, access U.S. dollar–based accounts, and provide reporting for U.S. tax filing.
Planning with Purpose. Advice You Can Trust.
At Right Decision Financial Planning, we go beyond generic advice to deliver truly personalized financial guidance. As an independent fiduciary firm, we are legally and ethically bound to act in your best interest—always. With over 20 years of experience, we serve individuals, families, business owners, and U.S. expatriates with objective planning, disciplined investment strategies, and a deep understanding of long-term financial needs. You won’t find product pitches or hidden agendas here—just thoughtful, tailored solutions designed to help you make confident financial decisions at every stage of life.
Are you ready to live your best life?
At RDFP, we are committed to guiding you through every financial stage of life with customized, client focused strategies
