Menu of Services

Insurance Products

  • Annuities
  • Life Insurance - All Types
  • Long-Term Care

Investment Products

  • 401(k) Plans (Solo, Rollover)
  • 529 College Plans
  • Stocks/Bonds
  • IRAs (Roth, Rollover, Simple, SEP, and Traditional)
  • 457 Plan Rollovers
  • Mutual Funds
  • Pension and Profit-Sharing Plans
  • Variable Annuities
  • UIT - Unit Investment Trusts

Financial Services

  • Complete Financial Plans
  • Retirement Plan Management
  • Investment Management
  • Estate Planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

reception@rdsfinancial.com  |  (408) 879-9181