The Income for Life Model^® is an investment strategy with the objective of providing inflation-adjusted income for life. The strategy allocates assets in a manner that places a heavy emphasis on guaranteed* streams of income that continue over long periods of time. This is extremely important because Americans are increasingly being forced to rely upon their own retirement savings to create the retirement income they will need. With longevity increasing and interest rates low, creating durable streams of retirement income can be challenging

*When fixed or variable annuities are used to provide guaranteed income, all guarantees are backed by the claims-paying ability of the issuing insurance company. The Income For Life Model^® may consist of investment products that are subject to the potential loss of principal.

 

Dave Williams was named by Indianapolis Monthly Magazine as a 2010 Five Star Wealth Manager for Overall Satisfaction.  Dave is one of less than 4% of wealth managers in the Indianapolis area receiving the 2010 Five Star Award.

An Independent survey was conducted to approximately 71,000 high-net worth individuals in the Indianapolis area.  An additional 5,000 surveys were sent to local financial service industry professionals according to the Five Star Website.

Each respondent was asked to evaluate only wealth managers whom they know through personal experience and evaluate them on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, whether the wealth manager meets client financial objectives, post sale service, quality of recommendations and overall satisfaction. The questionnaires submitted to the reviewers are structured to make it equally easy for an individual to give negative or positive responses regarding each wealth manager evaluated. The company scores the survey responses to determine which wealth managers meet the identified standards, and screens wealth managers, based on their regulatory compliance history as reported by FINRA and other regulatory agencies. Only wealth mangers with five years of experience in the financial services industry are considered. Wealth managers do not pay a fee to be included in the evaluation process or to be named as a FIVE STAR Wealth Manager^SM.

Why RDW Financial Group?

• We will help you select the proper asset allocation for you, your family and your heirs.
• We will customize a program to your individual needs.
• We will provide you with suitable investment opportunities.
• We will make all information easy-to-follow, in real words you can understand.
• We will treat you with the dignity you deserve, while always earning your respect.

RDW Financial Group is a full service financial advisory firm. We are a privately owned financial services firm with no obligations or restrictions placed upon us by any parent company or companies. We are also an Accredited Member of the Better Business Bureau with an A+ BBB rating.

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