RDM Financial Group provides a broad range of services to support you and your goals. We’ll gain an understanding of your short- and long-term financial aspirations and create customized solutions to help fulfill your needs. Learn more about the investment, estate planning, and retirement services our team offers.
INVESTMENT SOLUTIONS
• Portfolio management
• Alternative investments
• Stock options/restricted stock
• Real estate
• M&A
• College funding
ESTATE & TRANSFER PLANNING
• Estate analysis and overview
• Tax minimization
• Charitable gifting
• Beneficiary designations
• Trust and trustee services
• Life insurance consulting
RETIREMENT PLANNING
• Cash flow planning
• Withdrawal strategy
• Social security analysis
• Medicare evaluation
• Retirement Account Management – ex: 401(k), 403(b), 457
ASSET & ACCOUNTING SERVICES
• Asset aggregation and research tools
• Balance sheet preparation
• Budgeting and spending evaluations
• Cash flow monitoring and reporting
BUSINESS & FAMILY PLANNING
• Cash management
• Investment banking
• Business succession/asset sales
• Key man and other insurance assistance
• Business valuation services
RISK MANAGEMENT
• Life insurance
• Long-term care insurance
• Disability insurance
Stay Organized with RDM’s New Client Portal: Well-th View
A secure, 360-degree view of your financial picture. An intuitive client portal designed to provide holistic financial clarity and ease of communication with you.
A single, unified access interface to all of your financial data through Well-th View. Securely store all your personal documents in one place.
Direct and transparent collaboration with us, including document sharing and note tracking, through the Well-th Vault.
A personalized experience designed to provide you with the most relevant insights, information and updates on your financial journey.
10 Wright St. 1st Floor
Westport, CT 06880
Office: (203) 255-0222
Fax: (203) 255-5333
Toll free: (800) 899-3219
6501 Congress Avenue
Boca Raton , FL 33487
Office: (561) 393-8500
Toll free: (800) 899-3219
300 Madison Ave, 29th Floor
New York, NY 10017
Office: (212) 682-2200
Overview
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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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