What are the 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

RDW Financial Group

Home
United States
Indianapolis, IN
RDW Financial Group

"Link in bio" ⬇️
linktr.ee/RDWFinancialGroup At RDW Financial Group, we believe that 𝗸𝗻𝗼𝘄𝗹𝗲𝗱𝗴𝗲 𝗶𝘀 𝗽𝗼𝘄𝗲𝗿, 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:

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

Start living the life you’ve earned.

06/26/2026

Every retirement plan should be built with the road ahead in mind. 🛣

That starts with understanding your risk. Not just how markets move, but how much movement your plan is designed to handle.

🔍 A quick check can help you see if you’re on pace or if adjustments may be worth considering.

Clarity doesn’t require hours of analysis. Sometimes it just takes the right tool.

Access the Retirement Reality Check and get your personalized score today.

06/24/2026

Many people spend decades investing aggressively because they’re focused on building wealth.

But retirement changes the equation. 👀

At that stage, the goal often becomes balancing growth with income stability and risk management.

Sometimes retirement planning isn’t about pushing harder. Sometimes it’s about making smarter adjustments before the next turn in the road.💡

Tune in to "Wealth in the Winner’s Circle" every Saturday at noon on Channel 13 WTHR Indianapolis for more insights.

06/21/2026

This Father’s Day, we celebrate the dads and father figures of RWD Financial Group who lead with love, strength, and support—at work and at home. 💙

Happy Father’s Day!

06/19/2026

A retirement plan is a lot like preparing a race car before the green flag drops. 🛞

Everything has to work together.

That’s why the S.T.A.R.T. process focuses on five key areas: secure income, tax efficiency, advanced planning, risk management, and a tailored investment strategy.

🏁 The finish line of a career is really the starting line for a new chapter, and having a process matters.

Tune in to "Wealth in the Winner’s Circle" every Saturday at noon on Channel 13 WTHR Indianapolis.

06/17/2026

Could your portfolio be taking more risk than you think? A lot of people don’t find out until markets get bumpy...

That’s why understanding your risk tolerance matters before the next turn shows up.💡

The RDW Risk Quiz helps you get a clearer picture of where you stand today and whether your current approach matches the type of investor you really are.

Quick. Simple. Helpful.

Use the link in our bio to take the complimentary Risk Quiz and see how your strategy lines up. 🔍

06/15/2026

Many retirement plans focus on reaching the retirement line... but retirement itself is the start of a whole new race. 🏁

Once withdrawals begin, market declines can have a very different impact because money is now coming out consistently instead of going in. That means early losses can carry more weight over time.

Retirement income planning often requires a more controlled approach to risk: not eliminating growth entirely, but balancing it with stability and income needs.

06/12/2026

The older the kids get, the more these moments matter.

A trip like this isn’t really about the ship or the destination. It’s about stepping away from the daily routine long enough to just enjoy being together.

For Harley and Ashley, family has always been at the center of everything. The Disney Treasure just happened to be a pretty incredible backdrop for the adventure. 🚢✨

06/10/2026

For most of life, the goal is simple: go, go, go. 🛞

Work hard. Save aggressively. Grow the portfolio. But as retirement gets closer, the strategy often needs to change.

That’s where “downshifting” comes in. 🏎

As the finish line of your working years gets closer, it may be time to reduce unnecessary risk and focus more on protecting what’s already been built.

🏁 Because nobody wants to run out of gas right before retirement begins. Tune in to "Wealth in the Winner’s Circle" every Saturday at noon on Channel 13 WTHR Indianapolis.

06/08/2026

Who’s really driving your retirement plan? 🛞

If nothing has been reviewed or adjusted lately, it might feel like coasting.

Taking the driver’s seat means having a clearer direction and understanding how your plan is built to respond. Because retirement isn’t a straight road, and it helps to know what’s ahead. 🚧

Use the link in the comments to set up a time to chat and take the next step.

06/05/2026

Many retirees assume their retirement income products should simply be left alone once they’re in place...

But shifting interest rates and new products can create opportunities worth reviewing. 👀

This clip showcases a client case in which researching alternatives revealed adjustments that increased her annual income by more than $2,000.

📺 Catch conversations like this on "Wealth in the Winner’s Circle" every Saturday at noon on Channel 13 WTHR Indianapolis.
*
*
*
𝘊𝘰𝘮𝘮𝘦𝘯𝘵𝘴 𝘳𝘦𝘨𝘢𝘳𝘥𝘪𝘯𝘨 𝘢 𝘱𝘢𝘳𝘵𝘪𝘤𝘶𝘭𝘢𝘳 𝘤𝘭𝘪𝘦𝘯𝘵’𝘴 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦 𝘮𝘢𝘺 𝘰𝘳 𝘮𝘢𝘺 𝘯𝘰𝘵 𝘣𝘦 𝘵𝘩𝘦 𝘴𝘢𝘮𝘦 𝘢𝘴 𝘢𝘯𝘰𝘵𝘩𝘦𝘳 𝘤𝘭𝘪𝘦𝘯𝘵’𝘴 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦, 𝘢𝘯𝘥 𝘪𝘴 𝘯𝘰𝘵 𝘢𝘯 𝘪𝘯𝘥𝘪𝘤𝘢𝘵𝘪𝘰𝘯 𝘵𝘩𝘢𝘵 𝘢𝘯𝘺 𝘤𝘭𝘪𝘦𝘯𝘵 𝘰𝘳 𝘱𝘳𝘰𝘴𝘱𝘦𝘤𝘵𝘪𝘷𝘦 𝘤𝘭𝘪𝘦𝘯𝘵 𝘸𝘪𝘭𝘭 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦 𝘵𝘩𝘦 𝘴𝘢𝘮𝘦 𝘰𝘳 𝘢 𝘩𝘪𝘨𝘩𝘦𝘳 𝘭𝘦𝘷𝘦𝘭 𝘰𝘧 𝘧𝘶𝘵𝘶𝘳𝘦 𝘴𝘶𝘤𝘤𝘦𝘴𝘴 𝘰𝘳 𝘱𝘦𝘳𝘧𝘰𝘳𝘮𝘢𝘯𝘤𝘦.

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

http://www.rdwfinancialgroup.com/, https://linktr.ee/RDWFinancialGroup

Alerts

Be the first to know and let us send you an email when RDW Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Address
Telephone
Opening Hours
Alerts
Contact The Business
Claim ownership or report listing

Want your business to be the top-listed Finance Company in Indianapolis?