Diving Into the Sample Plan In our previous videos in the Redstone Planning Process series, we showcased a Redstone Sample Plan. In this video, our goal is to give you more insight into the tools we used to create that plan, and what you can expect to see if you were to partake in the Redstone Planning Process. As always, please reach out to us with any questions you may have, and we look forward to providing more content in the coming weeks. Thanks for watching! #Redstone #P
In today's Weekly Market Update, Redstone Wealth Management President and CEO, Lee Cantrell, dives into a recent LPL Financial blog post explaining the current market conditions as outlined by the Federal Reserve's Beige Book and reports from the US Bureau of Labor Statistics.
Thanks for watching, see you next time! #MarketUpdate #LPLResearch #BeigeBook #WealthManagement
Building your Financial Plan For today's video, we have the next installment in our Redstone Wealth Management Planning Process series. The first step toward having a completed financial plan is filling out our Pre-meeting Questionnaire. This video shows what information we are collecting, why it is important and how your data is used to build a customized and unique plan. If you are interested in a complimentary Sample Plan, please don't hesitate, reach out to us today. Emai