The RDFP Process

We begin to develop your plan through an understanding of your financial situation, objectives, risk tolerance and other circumstances.

Do you have:
Retirement planning needs?

Income funding needs?

Estate planning concerns?
Do you need guidance with more complex planning issues such as:
Executive compensation concerns?
Business succession considerations?

Security of our planning software

Your information is secure
WE DO NOT SAVE YOUR CREDENTIALS

Not All investment advisors are fiduciaries

Broker Dealers, Banks and their Registered Representatives (RR) are not required to meet fiduciary standards. The RR can recommend investments that give him or her a bigger commission, even if there is a product that might be better for your situation. The SEC requires broker dealers to make “suitable” recommendations, as well as let you know if there are any conflicts of interest.

Next Generation Financial Planning

RDFP Advisors uses next generation financial and tax planning software along with years of real world experience to help you meet you financial goals!

Investment Policy Statement

An Investment Policy Statement (IPS) is a written document that outlines important issues such as goals, policies and procedures, as agreed to by both advisor and client for the purpose of managing investments. An Investment Policy Statement should be used when a fiduciary relationship exists and is regularly cited as a best practice in modern wealth management.

Disclosures

This site is intended for informational purposes only. All information provided and opinions expressed are subject to change without notice. Any discussion of securities, including any hedge funds or other alternative investments, should not be construed as a recommendation or an offer or solicitation to buy or sell any interest in any such securities.

Custody of Assets

SEC-registered investment advisers who have custody of their clients’ funds or securities must safeguard those funds as required by the SEC’s “custody rule.”

AIF® Designee

What makes an Accredited Investment Fiduciary ® (AIF® ) Designee Different?