Plan For The Future With RDM Financial

We collaborate to grow revenues, reduce taxes, and improve quality of life.

If you are looking to improve your quality of life, attract larger clients while generating new revenues.
If you feel that compliance work has become a commodity.
Become the most relevant advisor to your most important clients.
Transform from a reactive, backwards looking tax professional to a proactive, forward looking tax professional.
Provide a turnkey business advisory service to your business owner clients.
Bill for your years of cognitive intellect and experience, instead of giving it away.
Learn how to charge higher fees.
Help you to develop a marketing strategy that target the clients you want.

We Help Business owners who pay more than 6 figures in tax to either defer, minimize or eliminate tax utilizing 14 proven strategies.
Addressing tax aspects of selling your business -With skillful planning it’s possible to minimize, defer or sometimes almost eliminate these taxes.
Tax Reduction means fewer needs for a growth plan.
Business Consulting
- Help to maximize business potential.
- Help to maximize profits.
- Provide ongoing accountability coaching.
- Create a vision that all employees will buy into.
- Create a company that someone will want to buy and be able to step into and operate.
- Ability to provide any resources needed to accomplish your vision.
- Sell your company, eliminating capital gains.

We help get clients to list their properties who were reluctant to sell because of the forecasted Tax Implications.
Outside the traditional 1031 exchange we use 13 other strategies to minimize, defer and sometimes almost eliminate these taxes.
Help to develop a marketing strategy that target the clients you want.

imageedit_18_7833702038