Aim high, so that no matter the outcome, you will be soaring with the eagles.
About Redstone
Redstone Wealth Management focuses on you and the unique set of financial circumstances you and your family or business are faced with. Getting to know you and understanding your personal or business needs allows us to create a customized wealth management strategy aligned with your short and long term objectives. By building a lasting personal relationship with you, we are able to help you anticipate and plan for the future.
Who we serve
Individuals
Households
Business Owners
401(k) Participants
F o c u s • I n t e g r i t y • S t r a t e g y
"You don't have to be a rocket scientist. Investing is not a game where the guy with 160 IQ beats the guy with 130 IQ."
— Warren Buffet
EVALUATE
ASSETS
What you have
◦Investments
◦Accounts
◦Real Estate
PERFORM
GAP ANALYSIS
What you need
◦Managing Cash Flow
◦Insurance
◦Asset Allocation
◦Savings Plans
◦Tax Strategies
◦Annuities Options
◦Risk Tolerance
PROVIDE
OPTIONS
How to get there
◦Detailed Recommendations
◦Comprehensive Written Report
◦Private Financial Web Page
IMPLEMENT
STRATEGIES
Activate the plan
◦Asset Allocation
◦Tax Strategies
◦Estate Planning Techniques
MONITOR
PLAN
Optimize to achieve goals
◦Performance Thresholds
◦Automated Alarms
◦Periodic Evaluation
PROJECT
YOUR GOALS
Where you want to be
◦Education
◦Retirement
◦Future Plans
"You don't have to be great to start, but you have to start to be great."
— Zig Zigler
Our Process
We use a client-centric process focused on pursuing specific milestones that are established by you. A comprehensive, multi-step planning process is utilized to identify your specific needs, implement your strategy and monitor it regularly to help you stay on course:
Services
Redstone Wealth Management helps our clients navigate the complexities of planning for the future. As a Holistic Financial Planning firm, we believe that life and retirement planning is about a lot more than just the numbers. We will be with you every step of the way to share our knowledge and experience, having navigated these paths for many other clients as well.
Below are a few areas of focus we help our clients plan for.
Click on any service to learn more
"Financial peace isn't the acquisition of stuff. It's learning to live on less than you make, so you can give money back and have money to invest. You can't win until you do this."
— Dave Ramsey
Resources
Redstone Wealth Management is proud to offer our clients access to their own Personal Financial Website. Your website allows you to see and track all of the pieces of your financial life in a private and secure location. This also gives us the ability to work together to build the portrait of success you have in mind.
Below are a handful of videos that help provide an introduction to your Personal Financial Website and a few of the tools offered within. The service is complimentary for all clients of Redstone Wealth Management but due to its personalized nature it must be built. Please call us today if we have not already established your personal financial website and we will guide you through the process.