Discover

Discover your life plan

Discover
Plan

Discover
Plan to meet your goals

Discover
Plan
Live

Discover
Plan
Live the life you desire

Discover
Plan
Live
Free yourself

Making Clients’ Lives Better Since 1983

About RTD

  • Philosophy of independence
  • Fiduciary excellence
  • 30-year heritage

Financial Life Planning™

  • Defining your priorities
  • Shape your plan 
  • Free yourself

Investment Management

Investment Management

  • Personalized strategy
  • Efficient management  
  • Opportunistic approach 

Employer Retirement Plans

  • Fiduciary best practices
  • Managed portfolios
  • Monitoring & oversight