• Get the Financial Advice and Services You Need, Call Us TODAY! (800) 950-4902
Skip to content

  • Home
  • About Us
    • Team
      • Bill Gordon, AIF®
      • Helen Hartman, CRPC®
      • Billy Hope, MBA
      • Sunwook Jin, CFP®, CRPC®, CMFC®
      • Dan Kopcak
      • Nathan Maciejowski
      • Denise Smith
      • Leah Vaden
    • Process
  • Services
    • Comprehensive Financial Planning
    • Guided Wealth Portfolio
  • RFN Scholarship
  • Resources
    • Investor Profile Questionnaire
  • Contact Us
    • Frequently Asked Questions
  • Financial Advisors
Featured

Guided Wealth Portfolios

Start Investing for Your Future Today Invest for your future with our new online platform that combines the benefits of

Continue reading

January 12, 2019 Retirement Planning / Roth IRA

APRIL 15, 2019 IS YOUR IRA DEADLINE.

Once Tax Day has come and gone, so has your opportunity to make your 2018 Individual Retirement Account (IRA) contribution.

Continue reading

December 12, 2018 Roth IRA

Backdoor Roth IRA

By Sunwook Jin, CFP®, CRPC®, CMFC® If you’ve been told or learned that you can’t contribute to a Roth IRA

Continue reading

November 12, 2018 Divorce Planning

Woman in Transition: Facing Change in Divorce

Through my years assisting individuals with their finances, I have repeatedly faced the need to help women going through financial

Continue reading

November 12, 2018 Financial Planning

Life Changes On A Dime

Frequently in the financial industry, representatives will use the word transition to describe a client’s current life situation. However, what

Continue reading

November 6, 2018 Investment Planning / Stock Market

Are you a spender or an investor?

You stand at your front window and look nearby. Wonderful residential property, you believe. Wonderful landscape design. Wonderful sports car.

Continue reading

September 26, 2018 Personal

8 Steps to Reduce Those Regular Monthly Expenses

Whenever I speak about getting fiscally fit, I inevitably get the question- “how do I start/increase my monthly savings?” The

Continue reading

August 24, 2018 Investment Planning / Stock Market

What is a Stop-Loss Strategy? And Should I Care?

Just what is a stop-loss method, and how can it potentially assist an investor? Several investors make use of stop-loss

Continue reading

August 11, 2018 Roth IRA

How much can I contribute into a Roth IRA? What are the income limits?

By Sunwook Jin, CFP®, CRPC®, CMFC® Although there are no income limits for a Traditional IRA, depends on how much

Continue reading

July 19, 2018 Insurance Planning

Should New Homeowners Consider Life Insurance?

It could protect a significant financial risk. Everybody who has ever owned a home remembers their first.  Buying your first

Continue reading

Posts navigation

1 2 3 … 22 Next Posts»

Check the background of this firm

Client Login

Recent Posts

  • APRIL 15, 2019 IS YOUR IRA DEADLINE.
  • Backdoor Roth IRA
  • Woman in Transition: Facing Change in Divorce
  • Life Changes On A Dime
  • Are you a spender or an investor?
  • 8 Steps to Reduce Those Regular Monthly Expenses
  • Guided Wealth Portfolios
  • What is a Stop-Loss Strategy? And Should I Care?
  • How much can I contribute into a Roth IRA? What are the income limits?
  • Should New Homeowners Consider Life Insurance?
  • What is Life Insurance?
  • Does the Financial Advisor on your company’s 401k retirement plan provide these 5 important services?
  • 3 Retirement Plans Every Small Business Owner Needs To Know About
  • 2018 RFN Scholarship Winner
  • What is the difference between a Traditional vs Roth IRA?

Need Help? Contact Us Today!

OHIO (HQ)

30285 Bruce Industrial Pkwy, Ste A

Solon, OH 44139

O 440.287.5020

F 440.287.5018

 

FLORIDA

2114 Bispham Road, Suite 5

Sarasota, FL 34231

O 941.552.9401

F 941.552.9401

 

NORTH CAROLINA

1750 NW Maynard Road, Suite 114

Cary, NC 27513

O 984.500.3433

F 984.500.3433

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.  Other advisory services offered through Redwood Financial Network Corp, a Registered Investment Advisor and a separate entity from LPL Financial.

© 2018 Redwood Financial Network.  All rights reserved.

The LPL Financial registered representatives associated with the website may only discuss securities or transact business with persons who are residents of: AL, AZ, CA, CO, DC, DE, FL, GA, IL, LA, MD, MI, NC, NV, NY, OH, PA, SC, VA

Privacy Policy | Form ADV