RDS Financial Services

Welcome to RDS Financial Services, a full-service financial firm established in 1998 and dedicated to serving the insurance and financial needs of individuals and businesses. Our offices are located in the beautiful mountains and foothills of the Blue Ridge, in Asheville, Columbus, and Rutherfordton, North Carolina. Our team of experienced professionals is committed to providing individualized attention and exceptional client services to create an experience that's second to none.

Services Offered

At RDS Financial Services, we offer a comprehensive range of financial services designed to help you attain your short and long-term financial goals. These services include:

• Accounting: Our accounting services are designed to help you manage your financial records accurately and efficiently. We understand that accurate financial records are essential for the success of any business, and we are committed to providing you with the highest level of service.
• Risk Management Reviews: We offer risk management reviews to both individuals and business owners. Our goal is to help you identify potential risks and develop strategies to mitigate those risks. We provide comprehensive reviews of your insurance coverage, asset protection, and estate planning to ensure that you are fully protected.
• Tax Planning & Preparation: Our tax planning and preparation services are designed to help you minimize your tax liability and maximize your refund. We understand that tax planning is a critical component of financial management, and we are committed to helping you navigate the complexities of the tax code. Our firm is an IRS Authorized E-filer, and our Enrolled Agent, Rui DaSilva, is federally licensed by the US Department of the Treasury to practice before the Internal Revenue Service. We have the expertise and experience to represent taxpayers before any office of the IRS, negotiate during examinations and appeals, and act in place of a taxpayer, signing consents and executing agreements on their behalf.
• Wealth Management: At RDS Financial Services, we provide Total Wealth Management. Our goal is to become a trusted partner in helping you reach your long-term financial goals. We address the top five concerns of individuals, their families, and businesses: How to preserve your wealth, mitigate both risk and taxes, protect your assets through insurance and estate planning, effectively transfer your assets, and plan for charitable giving.

Individualized Attention and Exceptional Client Support

At RDS Financial Services, we pride ourselves on providing individualized attention and exceptional client support. We understand that every client is unique, and we are committed to developing customized solutions that meet your specific needs. We take the time to understand your goals, your values, and your priorities, and we work with you to develop a plan of action that addresses your concerns and helps you achieve your financial objectives.

Our commitment to client service extends beyond the development of a financial plan. We are committed to providing ongoing support and guidance as you implement your plan and work toward your goals. We are always available to answer your questions, provide guidance and advice, and help you navigate the challenges and opportunities that arise along the way.

Our Commitment to Excellence

At RDS Financial Services, we are committed to maintaining a high standard of excellence in all that we do. We are dedicated to establishing a firm relationship of mutual trust as we serve each of our clients. We believe that this commitment to excellence is the foundation of our success, and it is the reason why so many of our clients have chosen to work with us for years.