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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our Strategic Partners

The financial confidence that our client have come to expect from our relationships frequently involves a plan.

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WHERE DO YOU WANT YOUR FINANCIAL ROADMAP TO TAKE YOU?

RD Benefits Group is a comprehensive financial consulting services firm committed to helping you improve your long-term financial success. Our customized programs are designed to help, and conserve your wealth by delivering an unprecedented level of personalized service. We live our mission every day which is to serve our clients first and foremost, and become not only an invaluable resource, but a life long partner in their financial success.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (626) 931-0010.

ARE YOU RETIREMENT READY?

Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous.

At RD Benefits Group, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.

Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.