RADA^® was founded as an intra-industry affinity group over 35 years ago.  Since then, members convene at least annually to share ideas that help the memberships’ clients remain well ahead of the curve in various planning and strategy areas.  Focus areas include retirement and benefit panning for corporations and closely held businesses, including advanced retirement plan design, investment fiduciary leadership, 401k participant education, defined benefit exit-strategies, business succession and estate planning, and deferred compensation arrangements.

While more recently the idea of the “trusted adviser” has gained national prominence among the professional financial service community, doing right for the client has always been the driving impetus behind RADA’s effort to be a premier idea-exchange for its members. It is no coincidence that RADA^® members are accepted and respected as financial services professionals who have attained the highest levels of success in the profession.

Longtime RADA member, Phillip Goodman, 2007.

Members are an exclusive group from a variety of professional backgrounds that include (in no particular order):

• Registered Investment Advisers
• Estate Planners
• Actuaries
• MSPAs
• Qualified Plan Administrators and Consultants
• AIFs^®
• AIFAs^®
• Attorneys
• CPAs
• ChFC’s
• CLUs
• CFPs
• PPCs™

The Members of RADA share their most effective ideas in an atmosphere of shared success. In more than thirty-five years of RADA tradition, business acquaintances become the best of friends willing to support and encourage one another as individuals and high achievers in the financial services field, at times joining in business partnerships to assure mutual success.

RADA is an independent member organization and is not affiliated with any bank, insurance company, broker dealer, or other financial institution. Members of RADA, while frequently independent themselves, ordinarily are associated with one or more of such financial institutions. For more information on members and their affiliations, please contact each directly.

Those interested in learning more about the organization may contact a RADA representative via the form below.

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