The
Redwood
Process ...direction simplified
In
the sometimes overwhelming world of complex financial planning, the
process is fundamental to the effectiveness of the financial products
and structure.
At Redwood Investment Advisors, Ltd., the process has been fine-tuned and simplified
through years of experience and process review.
Whether providing individual investment advice and direction or creating
a comprehensive financial benefit plan, Redwood streamlines the process
and provides a common-sense explanation of the Recommendations.
No one can eliminate the inherent risks of investing. Those risks include business
risk, credit risk, inflation risk and others. An investor may follow every
recommendation made by Redwood or any other advisor, and still lose money.
By working with Redwood, you will receive education, diversification and proven
disciplines that will reduce your investment risk.
Every client is unique. You have goals and dreams. We listen to your aspirations
and tailor our services in the most cost-effective way to accomplish what is
important to you.
Our Wealth Management Service represents our most comprehensive offering. This
package provides you with access to every Redwood service on an as-needed basis
for one annual fee.
Our Comprehensive Financial Planning package provides a look at your entire
financial picture. This service includes not only the preparation of the financial
plan, but plan implementation as well. Implementation includes meetings with
your other trusted professionals such as estate planning attorneys, accountants,
and insurance representatives to accomplish the goals set forth in the plan.
You are not required to invest any money or buy any products from Redwood.
We are your financial advocates.
Redwood
Services
...structure
identified
Comprehensive
Planning and Investment Management Services establish
the foundation
of your program, followed by an assortment of services
specifically designed to meet your
unique financial needs.
