Manage Your Risk Intelligently

Generally, the universal first line of defense for protecting your assets and your ability to earn an income is the security of insurance.

While considering the possible risks to the successful lifetime completion of your financial plan, our trusted advisors can help you evaluate risks and alternatives to dealing with them in each planning area: Business PlanningInvestment PlanningRetirement Planning, and Estate Planning.

Asset protection planning first looks to transfer some (or all) of the risk of those events through insurance, changing the way you own assets and other protections available under the law.

Risk Management issues we consider on your behalf:

  • Life, health, and disability insurance
  • Property and casualty insurance
  • Liability exposure and business entity protection
  • Professional liabilities
  • Umbrella protection
  • Long term care exposure
  • Medicare elections
  • Life settlements
  • Special needs planning

One of the most important financial decisions we can help you to make is how and when to elect Social Security retirement benefits. Within that one decision, the following make up only a portion of the risk issues that need to be considered:

  • Health and life-expectancy
  • If married, which spouse has the longer life-expectancy
  • Income needs, both long and short term
  • The ability to work in general or work longer
  • Whether you will be affected by the earnings test
  • Balancing the retirement of debt against larger Social Security benefits

While each individual is the ultimate decider of the financial decisions they face, we will help you to confidently and intelligently make those decisions by evaluating real alternatives. Our goal is to collaborate with you in both the design and long-term adjustments to your goals and planning.

The 5 C's

How our 5 C’s of Client Service can help increase your income and reduce risk.

Clarity
Our clients seek clarity about their financial lives, resources, goals and objectives so that they can make informed decisions about their financial future.

Creative Solutions
Our clients receive customized and creative solutions that take into account all of their individual goals and objectives.

Coordination
Our clients have other professionals they work with and our job is to collaborate with those professionals to avoid gaps in our clients’ planning and wealth management. We help fit the pieces of their financial puzzle together for the best outcome.

Catalyst
Our clients look to REDW Wealth to plan for what’s important to them, in an effort to ensure that it gets accomplished.

Course Correction
The future is uncertain and even the best plans require adjustments to meet changing circumstances.

Evaluate Your Tax Strategies

With the Universe of Financial Advice, Planning, and Wealth Management our wealth managers use Strategic Income Tax Planning as one of the three lenses through which we evaluate financial and investment decisions.

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The Financial Universe

The Universe of Financial Advice, Planning, and Wealth Management Guide & REDW Wealth professionals are here to help you achieve your goals.
Business Financial Planning Universe - REDW Wealth Advisors
Investment Financial Planning Universe - REDW Wealth Advisors
Retirement Financial Planning Universe - REDW Wealth Advisors
Estate Financial Planning Universe - REDW Wealth Advisors

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Fair and Balanced Disclosure

Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment, tax, and financial circumstances and overall objectives. The effectiveness and potential success of risk management depends on a variety of factors, including but not limited to insurance policy terms and issuer quality, insurance policy premiums and deductibles, the client’s life, health, and property characteristics and qualities, and the amount of realized or latent risk inherent in a client’s individual circumstances. Past performance does not guarantee future results. All investing comes with risk, including risk of loss. REDW Wealth, LLC is not an insurance agency or insurance company. Insurance sales are conducted by licensed insurance agents in their separate and individual capacities. Advisory services provided by REDW Wealth, LLC. Tax and accounting services provided by REDW, LLC.