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.
#1 Your Personal Financial Website
#1 Your Personal Financial Website
#2 Who We Are
#3 Life in a Box
#4 Your Security Matters
S e c u r e • C o m p r e h e n s i v e • I n t u i t i v e
You can get started with using our robust financial tool RIGHT NOW by clicking the link below. Simply enter your age and income, and then choose a goal you'd like to accomplish. If you'd like to continue using the tool, just complete the submission request and a Redstone advisor will take it from there.
Team
Lee Cantrell, AIF®
President/Financial Advisor
Kerry Cox
Financial Advisor
Chris Smedstad
Financial Advisor
Brent Terrell
Operations Manager
Rianna Krout, CFP®
Client Operations Specialist
Dale Powell
Operations Analyst
Nichole Cleaves
Client Relations Manager
Danielle Smith
Client Relations Specialist
Tabitha Goodwin
Client Services Associate
Mary Petillo
Receptionist
Contact
3404 NW 135th Street
Oklahoma City, OK 73120
phone & fax (405) 844-9933
"Alone, we can do so little; together we can do so much."
— Helen Keller