“If you fail to plan, you are planning to fail!”
Benjamin Franklin
Are you ready for whatever life throws at you?
Why Choose RDS Financial Services?
For the last 25 years, and through varying market cycles, we have been helping people pursue their financial goals.
Our independent ownership allows us to be committed to your long-term success and stability.
Let us help you build the financial future you want.
Guidance & Research
We can help you prepare for your financial future.
One-on-one guidance and exclusive insights.
Powerful screening and planning tools.
Wealth Management
Reach your goals with our broad range of options.
Retirement Planning.
Education planning.
Financial Strategies, and more...
Planning Process
At RDS Financial Services, our goal is to become a trusted partner in helping you reach your long-term financial goals. Unlike many other firms, which focus predominantly on one financial aspect, we provide Total Wealth Management.
As part of this process, we address the top five concerns of individuals and families:
How to keep or preserve your wealth.
How to mitigate taxes.
How to protect your assets through insurance and estate planning.
How to effectively transfer your assets.
How to plan for charitable giving.
We follow a comprehensive six-step approach to help you reach your goals while leading a fulfilling, balanced, life.
RDS Financial Services serves Western NC & Upstate SC.