How We Work

​Redwood Financial Strategies is inspired by the long-lasting redwood tree. The redwood stands the test of time, and we believe your financial plan should do the same.
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Did you know redwoods credit much of their growth to absorbing fog? Just like the redwood, you may have financial “fog” in your life, but by absorbing it—along with guidance from us—you can strengthen your financial plan to stand strong and endure for years to come.

Our philosophy makes us unique. We offer membership models designed to help you find the right advisor for your specific situation. We have three options:

The Rooted Strategy
​For young professionals focused on establishing strong financial roots and building a solid foundation for the future.

The Redwood Strategy
​For growing professionals ready to take their established financial roots to the next level and nurture long-term growth.

The Forest Strategy
​For business owners and high-net-worth professionals seeking to strengthen and expand their financial landscape.

Our goal is to help you continue building a meaningful life - no matter what phase you're in today.

Better Together

The roots of a redwood tree intertwine with those around it—creating a connected forest that stands stronger together than any tree could alone. When storms come, that shared strength helps them endure.
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Our membership models work much the same way. Each member contributes their fair share, allowing advisors to serve a limited number of clients with greater focus and care. The result? You receive more personalized guidance from someone who truly knows your situation—so you can weather life’s storms with confidence.

Let’s start the conversation. Call 262.894.5741 today.

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?
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Download our no-cost, no-obligation guide, “10 Steps to a Successful Retirement” to help you nail down the answers to more important questions.

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