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Why Redwood?
We offer a unique “personal financial concierge” model focused solely on meeting your financial goals and life dreams. We have a limited number of members, allowing our seasoned professionals to spend more time collaborating with you on the decisions that matter most. Our promise is that we will treat you like family and be with you every step of the way on the path to financial and life success.
Why Change to a Personal Financial Concierge?
Redwood Financial Strategies isn’t your typical advisory firm. Meet your personal financial concierge. What does that mean? We welcome any question or concern regarding your finances, be it a single inquiry or a more complex planning aspect that impacts your financial future. We don’t limit ourselves to sticking to just the funds or accounts you have within the firm. We’re here to create individualized and unique plans to provide you the most value for your ongoing and ever-changing financial situation.
Find out how Redwood Financial Strategies can help you with your retirement income goals.Give us a call today!
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Michael J. Reisel, President & Founder
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Todd Blazei, Partner & Advisor
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Matt Fechter, Partner & Advisor
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Are you prepared for retirement?
You’ve probably been planning for retirement in some way, shape or form for many years. As you get closer to retirement, it’s important to plan in more specific details. How much money will you have coming in the door every month? Is that money guaranteed or could it fluctuate? How will you spend your money?
Download our complimentary, no-obligation guide, “10 Steps to a Successful Retirement” to help you nail down the answers to more important questions.
Download our complimentary, no-obligation guide, “10 Steps to a Successful Retirement” to help you nail down the answers to more important questions.