We Know How to Listen.
At RTD Financial, we know that we can’t effectively manage your finances before getting to know you: your goals, aspirations, and challenges. The value we bring begins with a trained ear for listening.
We see more than
numbers. We see you.
Personal attention is our trademark. You’ll never compete for our focus, or wonder if we heard what you said. We know how to listen – and relate. We’re financial experts, yes, but also business leaders, employees, parents, partners and passionate citizens.
We have a bold vision for RTD. We want to create a culture where passionate professionals want to work and where clients never want to leave. At the core of our value-driven business is the belief in the art of listening. We have no off-the-shelf solutions, which means that we need to truly understand your unique needs so that we can customize our services, and personalize an experience that is right for you.
News & Ideas
Bank on It: How to Avoid Moving Backwards by Standing Still
For both personal households and non-profit or for-profit organizations, the pandemic period of the past two years has brought great uncertainty as to its impact on respective income streams. The result for many has been a shift to the maximum safety of cash, money markets and similar vehicles, essentially leaving large amounts of assets sitting […]