RDM Financial Group at Hightower

03/07/2025

Planning for retirement might seem like a distant concern, but starting early helps ensure you're well-prepared for a comfortable and stress-free future.

We recently hosted a fantastic event at Gabriele’s in Westport, where we shared valuable insights on Planning for a Meaningful Retirement. We want to extend our heartfelt thanks to the wonderful group of attendees for their engaging discussions, insightful questions, and genuine interest in getting to know our team and creating a path towards their retirement goals.

Topics of Discussion Included:
• Assessing Your Current Financial Situation
• Tax Planning
• Understanding Your Social Security
• Lifestyle Considerations
• Emotional Preparation
• Estate & Healthcare Planning

We look forward to continuing our discussions and hosting more retirement planning events in the future.

03/04/2025

📣 Congratulations, Jeffrey Corliss on being named to the InvestmentNews’ Top Advisors 2025 List! 👏

With over 37 years of experience in the financial services industry, Jeff takes a personalized approach to every relationship. His commitment to client service guides our clients toward their long-term financial goals, helping them create a life well-lived. Congrats, Jeff!

12/18/2024

Cheers to our RDM Bowl-iday Bash! Our team had a blast being together and making memories. We can’t wait for more fun times ahead in 2025!

12/10/2024

We were thrilled to support the Crohn’s & Colitis Foundation Southern Florida Chapter at their “Luncheon for a Cure” in Boca Raton, Florida! The Caribbean theme added a delightful touch to an event dedicated to such an important cause. Thank you, from the RDM Financial Group at Hightower team.

06/20/2024

Let the summer adventures begin! Whether you are planning exciting travels, enjoying outdoor activities, or simply basking in the sun, we wish you a vibrant summer filled with endless fun and great memories!

06/18/2024

Please join us in welcoming our new team member, Thomas Yao, Director of Investments at RDM Financial Group. Thomas joins us from a single-family office based in New York City, where he served as an Investment Analyst. At RDM, Thomas leads our global investment strategy and analyzes individual securities, which include equities, fixed income, derivatives, and private investments. Welcome to RDM, Thomas!

06/16/2024

Father's Day isn't just about socks and ties (although those are great too!), it's about honoring the journey of fatherhood in all its stages – from sleepless nights to proud moments and everything in between. At RDM Financial Group, we understand that fatherhood is a lifelong adventure filled with joy, challenges, and milestones, and we're here to support you every step of the way.

🚩 New Fatherhood:
For new dads navigating the exhilarating (and exhausting) early days of fatherhood, our team can provide guidance on financial planning, including setting up college savings accounts and ensuring adequate insurance coverage to protect your growing family.

🚩 Mid-Career Fatherhood:
As your children grow, so do your responsibilities and financial goals. Whether you're saving for your child's education, planning for major life events like buying a home or starting a business, or preparing for retirement while still supporting your family, RDM can help you navigate these complex financial decisions.

🚩 Empty Nest Fatherhood:
When your children leave the nest and embark on their own journeys, our team can assist you in adjusting your financial plan to reflect your changing priorities, whether it's maximizing retirement savings, creating a legacy for future generations, or pursuing new passions and adventures.

🚩 Grandfatherhood:
Becoming a grandfather is a special milestone that brings new joys and responsibilities. From estate planning and wealth transfer strategies to funding grandchildren's education or leaving a lasting legacy, we can help you create a comprehensive financial plan that aligns with your values and goals, helping ensure a secure future for your loved ones.

No matter which stage you're in, our team is here to provide personalized financial advice and support.

Wishing you and your loved ones a Happy Father's Day from RDM Financial Group!

06/11/2024

🎓Congrats, grads! Stepping into the "real world" may seem daunting but managing finances doesn’t have to be. From budgeting to employee benefits, check out these essential steps that can help lead you to financial success.
https://bit.ly/3xewfoQ

Graduating from college is a significant milestone as it marks the transition into adulthood and independence. While it is an exciting achievement, it can also be daunting to suddenly be responsible for managing your finances. This can be especially concerning for graduates with student loan debt, a...

06/11/2024

We’re delighted to welcome Camilla Ostbye to RDM as our newest wealth management intern! With a finance major at Clemson University and a passion for exploring the world, we’re excited to kick off her journey in Hightower’s summer internship program. Welcome, Camilla!

05/27/2024

Today, we honor the brave souls who made the ultimate sacrifice for our freedom. Happy Memorial Day from RDM Financial Group.

05/16/2024

Excited to announce our sponsorship of the ! Looking forward to connecting with fellow professionals and contributing to the success of this event.

It's been four years since we were able to celebrate our community in person at the . Tonight, we're back at the Aqua Turf Club - and we are excited! As we gear up for the evening, we have to thank our event sponsors: RDM Financial Group at Hightower, Ion Bank, and Risk Strategies.

01/22/2024

We had the pleasure of hosting a New Year’s luncheon in the heart of New York City, surrounded by our vibrant group of clients and colleagues who traveled near and far to make the afternoon a truly memorable event. We are reminded once again that deep personal connections are at the core of our business. We’re incredibly grateful for the opportunity to show our appreciation to our close circle of clients and friends in NYC who have been an integral part of our journey. Thank you to everyone who joined us and for making the event so special!