Our clients come from diverse backgrounds and have accumulated wealth in a multitude of ways. As business owners, corporate executives, medical professionals or heirs to an estate, our clients share a common vision: the desire to live life to the fullest.
It didn’t necessarily start out that way when we first met them. While rates of return and beating the market may have been their initial focus, they realized through our discussions and questions that beating the S&P was clearly not a goal. At RTD, our focus goes well beyond the numbers. Our clients enjoy spending more time with family, educating their children, or setting up their estate plans in an effort to leave a legacy. Other clients enjoy traveling more, helping through planned giving and benefiting from less stress overall. Our clients are active, vibrant people whom we admire and will do anything we can to assist them. In return for the joy they bring us, they know that we are here to support and advise them every step of the way – in good times and in bad.
Most of our clients have discovered what it is that truly is important to them. Our unique discovery process encourages and stimulates this way of thinking. Our comprehensive financial life planning approach then allows us to build scenarios based on our clients' desires. This interaction affords our clients the opportunity to visualize their ideal lives and we then plan accordingly.
Now comes the fun part – living. The evolution of our clients’ mindset from our engagement through today is truly remarkable. In fact, it is what we are most proud of.
The RTD client – focusing on what matters most and enjoying a more fulfilling life as a result.