RDW Financial Group

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RDW Financial Group "Link in bio" ⬇️
linktr.ee/RDWFinancialGroup At RDW Financial Group, we believe that π—Έπ—»π—Όπ˜„π—Ήπ—²π—±π—΄π—² π—Άπ˜€ π—½π—Όπ˜„π—²π—Ώ, and with that comes peace of mind.

At RDW Financial Group, we believe you deserve confidence in your financial future, and our team is committed to providing honest guidance and education to help you achieve it. That’s why we simplify concepts and create holistic, individualized financial plans. From meeting individually with clients to offering a free learning center to the community, RDW Financial Group has your best interest in mind, and we aim to help you design the future you envision. Our team of professionals strives to educate our clients through relevant financial services, such as:

βœ”οΈ RETIREMENT INCOME & SOCIAL SECURITY PLANNING
βœ”οΈ PORTFOLIO MANAGEMENT & 401(K) OPTIMIZATION
βœ”οΈ TAX PLANNING
βœ”οΈ RISK MITIGATION
βœ”οΈ LIFE, LONG-TERM CARE, & MEDICARE SUPPLEMENTAL INSURANCE
βœ”οΈ PREMIUM FINANCE
βœ”οΈ LEGACY & ESTATE PLANNING
βœ”οΈ CHARITABLE GIVING
βœ”οΈ COLLEGE FUNDING
βœ”οΈ STRATEGIC BUSINESS PLANNING

Start living the life you’ve earned.

10/16/2026

The hardest time to make a sound financial decision?

Usually when everything around you feels anything but calm. 😰

Market turbulence can make it tempting to abandon the plan and react to what's happening right now. Having a strategy already in place gives you something to come back to when emotions start competing with long-term goals.

And once that plan exists, the work isn't finished. Retirement requires ongoing attention and adjustments along the way. ✍️

Catch "Wealth in the Winner's Circle" Saturdays at noon on Channel 13 WTHR Indianapolis for more financial insights.

10/14/2026

Being off one degree doesn't sound like much.

πŸ“ But travel far enough in the wrong direction, and that tiny difference can put you somewhere you never intended to be.

Retirement planning can work the same way. A little too much risk, overlooked fees, or a tax strategy that hasn't been revisited may seem manageable today. Over the course of a long retirement, however, small inefficiencies can become much more meaningful.

You don't need to predict every challenge ahead. But periodically checking your direction can help you spot where adjustments may be worth considering while there's still time to make them.

We're celebrating Winter today! πŸ₯³She's spent more than 20 years taking care of others, and we're lucky to have that same...
10/12/2026

We're celebrating Winter today! πŸ₯³

She's spent more than 20 years taking care of others, and we're lucky to have that same warmth and dedication here at RDW.

When she's not helping keep client accounts and paperwork running smoothly, you'll probably find her enjoying time with family, watching baseball or a movie, or relaxing poolside with a good book. β˜€οΈπŸ“š

Happy Birthday, Winter! We hope you get to enjoy plenty of your favorite things today!

10/09/2026

You know what's in your retirement accounts. But how much of it might eventually go toward taxes? πŸ’Έ

That's where the conversation gets interesting.

Our Tax Calculator is designed to give you a clearer look at how taxes could affect your retirement savings and help you explore what a more tax-conscious strategy might look like.

πŸ‘€ See the numbers before you're making the withdrawals.

Use the link in our bio to access the Tax Calculator.

10/07/2026

Different accounts shouldn't mean different destinations.

After years of saving, you may have retirement dollars spread across several places, each with its own investments and strategy.

The question is whether they're actually working together. πŸ€”

As retirement gets closer, looking at the entire picture can help you better understand your income strategy, overall investment risk, and the potential tax impact of future withdrawals.

The goal is to get everything moving in the same direction.

🎬 Tune in to "Wealth in the Winner's Circle" Saturdays at noon on Channel 13 WTHR Indianapolis for more.

Please join us in wishing Cara Moon a very Happy Birthday!Cara, we hope you get a chance to step away from the usual rou...
10/05/2026

Please join us in wishing Cara Moon a very Happy Birthday!

Cara, we hope you get a chance to step away from the usual routine today to enjoy yourself and celebrate properly. We're glad to have you as part of the RDW Financial Group team and hope it's a great one.

Happy Birthday,! πŸŽ‚

10/02/2026

πŸ’­ Think of an estate plan as a set of instructions for the people you love.

The assets matter, but so does making your wishes clear.

Without a plan in place, certain decisions about your estate may eventually be left to the probate process and state law instead of being guided by the instructions you chose to leave behind.

Your voice matters. An estate plan helps make sure it's part of the conversation.

For more practical planning insights, watch "Wealth in the Winner's Circle" Saturdays at noon on Channel 13 WTHR Indianapolis. πŸ“Ί

09/30/2026

Did you know your income can affect what you pay for Medicare Part B? 🩺

It's a detail that catches many people by surprise.

The way retirement income is generated today can influence healthcare costs down the road, making income planning an important part of preparing for retirement.

It's another reminder that retirement decisions rarely happen in isolation. The more connected your plan is, the better equipped you'll be to navigate what's ahead. 🧭

Today, we're celebrating the sons who keep life interesting and make us proud.The adventures, the milestones, the laughs...
09/28/2026

Today, we're celebrating the sons who keep life interesting and make us proud.

The adventures, the milestones, the laughs, and all the memories that make raising boys such a rewarding journey.

πŸ’™ We're grateful to share a few of the amazing sons who are part of our RDW family.

Happy National Sons Day to the sons featured here, and to all the boys and young men who continue to make a difference in the lives of those who love them.

Today, we're celebrating some of the incredible daughters who are part of the RDW Financial Group family. πŸ’›Watching them...
09/25/2026

Today, we're celebrating some of the incredible daughters who are part of the RDW Financial Group family. πŸ’›

Watching them grow, chase their dreams, and become their own unique people is one of life's greatest gifts. They have a way of reminding us to slow down and appreciate the little moments.

πŸ‘ Happy National Daughters Day to all the amazing daughters out there, and to the families who love and support them every step of the journey!

Address

777 Beachway Drive, Ste 108
Indianapolis, IN
46224

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+13178027672

Website

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