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Our 6th annual $1,000 RFN scholarship application is due on 4/30/2020 - Click on the "RFN Scholarship" below for detail.

The Redwood Tree is one of the tallest (350 feet tall) trees in the world, yet it cannot thrive in the wilderness alone. Because its roots are very shallow; often only five or six feet deep, they flourish in thick groves, where the roots can intertwine and even fuse together. This provides the Redwood tremendous strength against the forces of nature, allowing them to withstand high winds and raging floods. Our clients are like the Redwood and our network of specialists is the supporting grove. We help our clients reach their fullest potential by providing them financial guidance that allows them to confidently make financial decisions to weather the constantly changing economic climate.Contact Us Today

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Comprehensive Financial Planning

Your method to constructing wealth needs to be constructed around your objectives & value.

Simply what is “comprehensive financial planning?” As you invest and save for retirement, you will no doubt hear or check out it– however exactly what does that expression imply? Simply exactly what does comprehensive financial planning require, and why do experienced investors request this sort of process?

While the expression might appear unclear to some, it can be merely specified.

Comprehensive financial planning has to do with developing wealth through a procedure, not an item.

Investment products are all over, and just simply putting hard earned cash into an investment is not an entrance in ordering to get wealthy, nor an answer to your financial concerns.

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The SECURE act was signed into law on December 20, 2019.  There are some key provisions that may have an impact on your retirement strategy.  Let’s focus on post 70 ½ IRA Contributions. OLD LAW – An individual who is 70 ½ by the end of the year may not make a non-rollover contribution to… Read More

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The SECURE act was signed into law on December 20, 2019.  There are some key provisions that may have an impact on your retirement strategy.  Let’s focus on the provision dealing with plan withdrawals for birth or adoption. OLD LAW – Generally, distributions from a qualified retirement plan, 403(b) plan, 457(b) plan, or IRA are… Read More

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The SECURE act was signed into law on December 20, 2019.  There are some key provisions that may have an impact on your retirement strategy.  Let’s focus on the increased required beginning date.  This applies to Required Minimum Distributions, or RMDs. OLD LAW – RMDs generally must begin by April 1 of the calendar year… Read More

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The SECURE act was signed into law on December 20, 2019.  There are some key provisions that may have an impact on your retirement strategy.  Let’s focus on the Required Minimum Distributions, or RMDs, rule for designated beneficiaries. OLD LAW – After death, RMD rules permit the designated beneficiary to draw down the remaining plan… Read More

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New year, New you?!? Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns, year after year. If you sometimes succumb to these financial tendencies, now is as good a time as any to alter your behavior.  Even though you can implement changes at any point in the year,… Read More

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When I say Long Term Care, what feelings do you have?  If you’ve experienced it with a parent or loved one, no question you’ll feel sadness and anger.  Maybe you haven’t experienced it, and you’re confused because you’re not sure what to prepare for?  One thing is for sure, Long Term Care can be a… Read More

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