At Redwood Financial Network, enhancing the client experience is our primary focus.  Although we are comprehensive in approach and holistic in nature, we understand that the client may call upon us to fit into their existing team.  We believe in a fiduciary standard in our relationships, thus the vast majority of our asset management accounts are on a fee basis.  We are firmly committed to working with a limited number of families per advisor, ensuring that we have time available to dedicate to each relationship.

Retirement Planning

  • Retirement Projections
  • Distribution Strategies
  • Income Planning
  • Employee benefit planning
  • Retirement plan analysis
  • Calculation of IRA required minimum distributions

Investment Planning

  • Develop asset allocation*
  • Investment Strategies
  • Investment Allocation and Recommendations
  • Reallocation strategies
  • Economic updates
  • Risk assessment questionnaire
  • Guided Wealth Portfolios

Education Planning

  • College Funding Planning

Philanthropic Planning

  • Charitable gifting strategies
  • Coordination of estate plan with charitable intentions
  • Beneficiary options
  • Create and implement strategies for family wealth transfer

Cash Flow Planning

  • Budget analysis
  • Cash flow projections: current and/or in retirement
  • Wealth leveraging strategies
  • Goal funding strategies
  • Debt consolidation strategies
  • Major purchase analysis

Risk Management

Estate Planning

  • Document development & coordination with attorney
  • Review account registrations
  • Review beneficiary designations
  • Wealth transfer and gifting strategies

*Asset allocation does not ensure a profit or protect against a loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.