About Us.
Look To Us For All Of Your Financial Needs.
Established in 1998, RDS Financial Services has developed into a full-service financial services firm, with offices in Asheville, Columbus & Rutherfordton, NC, home to the beautiful mountains and foothills of the Blue Ridge.
We deliver accounting, insurance, tax planning/preparation, and wealth management solutions to both individuals and businesses.
Rui DaSilva, the owner and firm principal, has over 25 years of financial services experience. He is federally licensed by the US Department of the Treasury as an EA (Enrolled Agent), and is an IRS Authorized E-filer. In addition, Rui completed the CFP Board coursework requirements for the Certified Financial Planner designation program. The coursework covered all of the major personal financial planning areas, including:
Our team of experienced professionals is committed to helping you with all of your insurance and financial needs. We provide individualized attention and exceptional customer service to create an experience that’s second to none.
Choice. Flexibility. Economy. Superior Protection.
At RDS Financial Services, we will work with you to ensure that you're properly protected and help you attain your short and long term financial goals. Together, we will evaluate your current situation and define your personal and financial goals. We will develop a plan of action that addresses the same, and present recommendations and/or alternatives as needed. It's not so much about presenting a product as it is providing a solution. Having said that, as an independent firm, we represent many top national and regional insurance carriers and financial services companies. We implement a holistic approach to managing life, and we pride ourselves on keeping it simple.
A Professional Firm with Personal Service
RDS Financial Services is committed to maintain a high standard of excellence in all that we do, and establish a firm relationship of mutual trust as we serve each of our clients.
Tax Planning & Preparation, and Wealth Management
As an individual or business, you need timely, customized service from your tax & financial services professional.
Always keeping current with the ever changing financial markets and tax regulations, we can advise you of timely tools and techniques to maximize wealth accumulation, while minimizing your tax burden. We offer retirement, education, tax and estate planning. In addition, we can assist you with life events that can impact your finances such as merging finances after marriage, the birth of a child, college planning, job change, job loss, disability, choosing a nursing home, what to do after the death of a loved one, charitable giving, and many others.
RDS Financial Services serves Western North Carolina and the Upstate of South Carolina. We're licensed in the states of NC, SC, FL & MA.
Call us at (828) 513-0523, or click below to schedule your free consultation today.
Thank you for visiting our site!
Established in 1998, RDS Financial Services has developed into a full-service financial services firm, with offices in Asheville, Columbus & Rutherfordton, NC, home to the beautiful mountains and foothills of the Blue Ridge.
We deliver accounting, insurance, tax planning/preparation, and wealth management solutions to both individuals and businesses.
Rui DaSilva, the owner and firm principal, has over 25 years of financial services experience. He is federally licensed by the US Department of the Treasury as an EA (Enrolled Agent), and is an IRS Authorized E-filer. In addition, Rui completed the CFP Board coursework requirements for the Certified Financial Planner designation program. The coursework covered all of the major personal financial planning areas, including:
- General principles of financial planning
- Insurance planning
- Financial Services
- Income tax planning
- Retirement planning
- Estate planning
- Professional conduct and fiduciary responsibility
- Plan development and implementation
Our team of experienced professionals is committed to helping you with all of your insurance and financial needs. We provide individualized attention and exceptional customer service to create an experience that’s second to none.
Choice. Flexibility. Economy. Superior Protection.
At RDS Financial Services, we will work with you to ensure that you're properly protected and help you attain your short and long term financial goals. Together, we will evaluate your current situation and define your personal and financial goals. We will develop a plan of action that addresses the same, and present recommendations and/or alternatives as needed. It's not so much about presenting a product as it is providing a solution. Having said that, as an independent firm, we represent many top national and regional insurance carriers and financial services companies. We implement a holistic approach to managing life, and we pride ourselves on keeping it simple.
A Professional Firm with Personal Service
RDS Financial Services is committed to maintain a high standard of excellence in all that we do, and establish a firm relationship of mutual trust as we serve each of our clients.
Tax Planning & Preparation, and Wealth Management
As an individual or business, you need timely, customized service from your tax & financial services professional.
Always keeping current with the ever changing financial markets and tax regulations, we can advise you of timely tools and techniques to maximize wealth accumulation, while minimizing your tax burden. We offer retirement, education, tax and estate planning. In addition, we can assist you with life events that can impact your finances such as merging finances after marriage, the birth of a child, college planning, job change, job loss, disability, choosing a nursing home, what to do after the death of a loved one, charitable giving, and many others.
RDS Financial Services serves Western North Carolina and the Upstate of South Carolina. We're licensed in the states of NC, SC, FL & MA.
Call us at (828) 513-0523, or click below to schedule your free consultation today.
Thank you for visiting our site!