Is an organization that is dedicated to conservative strategies directly related to
protecting, preserving and maintaining assets and personal privacy thru tools such as; trusts, estate planning, insurance and sound advice which have been tried and tested with thousands of families over the previous two decades. We have been intimately and directly involved in family asset and wealth protection since 1985. We have experience you can rely upon and trust. Our goal, and the end result, is that we serve your family as if it were our very own. We still value honesty, integrity, good ol' fashioned hard work, speaking face to face and getting a live person on the phone during business hours!
Our President and Founder's Professional Experience
Licenses and Designations: Owner-- R. D. Financial Services (RDFS) since 1988, Previous non-profit 501c3 Founder & Director of one of America's largest estate planning organizations, Previous Major Shareholder of a small insurance brokerage, California Notary Public-- #1366016, California Real Estate Broker (Realtor®)-- #00928194, Licensed Life Insurance Agent—CA #0B99242, NV, AZ, NM, WY, TN, OH, FL, AK, HI, NJ, AL, TX, OK, KS, PA, Listed in Empires “Who’s Who in American Business” (Featured member), Registered California Trust Administrator- Department of Justice, Nationally Registered Guardian, California Professional FIduciary License #233, Arizona Supreme Court Registered and Certified Legal Document Preparer-- #80527, Registered California Legal Document Assistant #148—Orange County, Registered Process Server #PSC 1999, Registered Financial Consultant, Legal Plan Administrator, Chartered Trust and Estate Planner (CTEP), Certified Senior Advisor (CSA), Certified Trust & Financial Advisor (CTFA), Accredited Estate Planner, Paralegal. Memberships and Professional Affiliations: California Association of Legal Document Preparers (CALDA), National Association of Independent Investors- Lifetime member (NAII), National Association of Legal Document Preparers (NALDP), 2006 Director at Large-- Orange County Association of Paralegals (OCPA), Professional Fiduciary Association of California (PFAC), National Notary Association (NNA), International Association of Registered Financial Consultants (IARFC), National Association of Health Underwriters (NAHU), National Guardianship Association (NGA), Society of Certified Senior Advisors (SCSA), Elder Care Matters Alliance- Charter Member, Nevada Paralegal Association (NPA), Oklahoma Paralegal Association (OPA), Kansas Paralegal Association (KPA), Legal Assistants of Wyoming (LAW), American Academy of Financial Management (AAFM), Arizona Association of Independent Paralegals (AAIP), National Ethics Bureau (NEB), American Prepaid Legal Services Institute (API), Washington State Paralegal Association (WSPA), National Association of Elder Law Attorneys- student member (NAELA), National Association of Estate Planners and Councils (NAEPC), American Bankers Association- Institute of Certified Bankers (ICB), Orange County Board of Real Estate (OCAR), Various Chambers of Commerce in multiple states and nationally, National Republican Congressional Committee- Business Advisory Council, Benevolent and Protective Order of Elks (BPOE) #1952, Full Gospel Evangelistic Association (FGEA), United States Chess Federation (USCF), & So. Cal. Chess Federation (SCCF), Porsche Club of America (PCA), & local Orange County Porsche Club. Education: High School Diploma, Associate of Arts- Biblical Studies, Bachelor of Arts- Legal Studies, Bachelor of Arts- Theology Masters- Theology.
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The information contained in this website is not to be construed as legal, investment or tax advice. If this type of information is desired, the services of a competent Attorney, Investment Advisor or CPA, licensed in good standing with the State in which you reside, should be consulted.
