Goal Based Planning Report In our previous videos in the Redstone Planning Process series, we showcased a Redstone Sample Plan. In this video, we'd like to provide an example of the Goal Based Planning Report. This is another element 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! #Planning #R

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 #JobsReport #BeigeBook #Redstone #COVID19

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

What is a Financial Plan? In today's update, we have put together something a little different. This is the first video in a new video series we are starting that showcases the entire planning process that we utilize here at Redstone Wealth Management. Hopefully this video serves to give you a clear understanding of how we focus on Dynamic Financial Planning, what that looks like, and how it can be a very useful approach for anyone's plan. Thanks for watching, see you next ti