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.
 
Did you know redwoods credit a large part of their growth to absorbing fog? And just like the redwood, you may have a lot of financial fog in your life, but if you absorb it, along with guidance from us, we can help you strengthen your financial plan to stand strong and last the test of time.

Our philosophy makes us unique. We utilize memberships models so you can find the right advisor for your specific situation. We have three options:

The Rooted Strategy
​Getting good financial roots established for younger professionals.

The Redwood Strategy
​Good roots are established and moving into the growth phase for professionals.

The Forest Strategy
​For business owners and higher-net-worth professionals.

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

Better Together

The roots of a redwood intertwine with many other redwoods so when a storm comes, they can withstand it together by utilizing the strength of the forest over a single, individual tree.
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This idea is not unlike our membership models. Here, all members contribute their fair portion, which allows the advisor to service a limited group to maximize the service. We can help you withstand storms better because your advisor really knows your situation.

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

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