Documents - RDW Financial Group

RDW Documents

Client Checklist and Map to the Office

New staff photo[3] The RDW Client Financial Checklist is useful for preparing a future planning projection. Some items are listed under the optional section and are not required to complete the plan. However, our experience shows that the greater the detail, the more accurate our plan will be and provide greater guidance to our clients.

Download the electronic RDW Client Financial Checklist

Have a question or need assistance?

Use the form below or call/email.
(317) 802-7672 | service@rdwfinancialgroup.com

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Securities and advisory services offered through Madison Avenue Securities LLC (MAS) a registered investment advisor: member FINRA/SIPC, MAS and RDW Financial Group are not affiliated companies. R David Williams is licensed to solicit and sell life insurance and annuities in the following states only: FL, IN, MI, and OH. R David Williams is licensed to solicit and sell securities in the following states only: AZ, CO, FL, IL, IN, KS, KY, MI, NC, NY, PA, TN, TX, and WA and licensed to solicit and sell advisory services in the following states only: CO, FL, IL, IN, KS, KY, MI, NC, OH, PA, TX, and PA. We are not able to discuss or sell life insurance, annuities, securities or advisory services to individuals or entities who reside outside of the states licensed in.

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