Retirement Planning Software 2018-09-07T15:46:03+00:00

RISK FREE.

Accounts are placed with billion-dollar United States based management and insurance companies, ensuring the money is protected based on your risk tolerance and goals. If safe money solutions are what you seek, we are qualified and ready to meet your requirements.

IT SUPPORT FOR BUSINESS.

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SUPPORT

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Always There For You

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SERVICES

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Taking Care of Business

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SECURITY

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Power of the cloud

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IT MAKES SENSE.

We utilize this mathematical program to provide income streams from non-IRA accounts, and the income increases each year, while your tax bill decreases each year.

It sounds amazing, but because it is based on math and logic, we can prove the model in-house, even before you set the plan in motion. Many people are surprised to learn that qualified accounts, such as IRA, 401k, 403(b), and SEP IRA accounts have a life cycle that requires distributions from them at age 70 and a half. The required minimum distribution from these qualified accounts increases each year, which causes them to be depleted throughout retirement.

UNIQUE SOLUTION.

Our Roth IRA solution is a unique approach to tackling this problem, as it restores your ability to grow your account throughout retirement and allows you to grow your IRA accounts while taking plenty of income. It also allows you to recover your principal tax-free for yourselves, your heirs, or anyone else you wish to pass your assets down to.

Our income strategies can be built for income today or in the future, and may be started at any time. If no income is needed, we can build you an asset accumulation strategy that is unmatched by anyone else in the industry.

MEET OUR TEAM.

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TYLER MURPHY
TYLER MURPHYDirector
CHRISTINA FULLER
CHRISTINA FULLERController
DYLAN ROBERTSON
DYLAN ROBERTSONHead of IT
JUAN MARTINEZ
JUAN MARTINEZHead of Operations
JOEL GARZA
JOEL GARZAProject Manager
OWEN MCKENZIE
OWEN MCKENZIESupport Manager

PLAN AND PROTECT
YOUR FINANCIAL ASSETS.

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DON’T FORGET

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Insurance products and services are offered through RMD Financial Group. RMD Financial Group and its affiliates are not affiliated with or endorsed by the Social Security Administration or any government agency. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Paul Brown (add additional agent names), and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial service professional adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.