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Personal Finances

You are working hard to earn a living and even harder to plan for your future, and perhaps now you find yourself looking for guidance from someone capable of understanding where you are in life - financially, educationally, professionally, and even emotionally. 

We have been there.  We have navigated the financial and emotional ups and downs of life, work and education and what we have learned through experience, we are prepared to share as a means of seeking to make the lives of others less complicated or more fulfilling.  

Unlike so many financial firms, at Redwing Financial, we do not use complex industry jargon and statistical terminology to outline our philosophies, rationales, methodologies or recommendations.  We feel that using unfamiliar industry terms is often a tactic aimed at making the business of your personal and professional finances seem incomprehensibly complex. While we do acknowledge that we live in a world where you can hire someone to do virtually anything for you, we feel strongly that that does not mean you should not understand what you are buying, whether that is a plan, a product or an education.  To that end, we seek to ensure that every person who engages with Redwing Financial fully understands the how, what and why behind everything we do.  

If there is a fee for something we do, we tell you.  We put our fees in writing and give you time to think about your decision, so you have the ability to ask questions - either until you feel comfortable with moving forward, or until you feel equipped with sufficient information to seek and analyze a second opinion.  

Personal finances should not be shrouded in mystery.  They are a means to understanding, funding and living your best possible life.  If you would like to learn more about how we seek to empower our clients with respect to the various aspects of their personal financial life, please feel free to reach out.  

 

The content on this site is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Redwing Financial, a registered investment advisor. Redwing Financial is a separate entity from LPL Financial.  To review the LPL Financial Form CRS, please visit: www.lpl.com/CRS.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, IL, MI, NM.

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