Although Redpoint Wealth offers comprehensive financial planning and investment management services to a wide range of clients, our expertise is working with clients who are quickly approaching retirement or who have recently retired. The five years before retirement and the five years of transition after retirement is the single most important decade in a person's financial life. Dealing with complex issues such as the timing of social security, coordinating the liquidation of retirement and brokerage accounts, Roth conversions, tax mitigation, pension payment options and income distribution planning can be very complicated. And without the luxury of time to recover from mistakes, it is vital to have a well thought-out plan in place. Our ideal client:
APPRECIATES LIFE: they understand there is more to life than the rate of return or the size of their portfolio. "Quality of life," "freedom," and "peace of mind" are important phrases when thinking about financial planning and financial goals.
IS COMMITTED TO SUCCESS: they understand that being proactive, intentional, and committed to goals is what achieves success and are willing (not just wanting) to do the work to implement solutions to achieve their most important aspirations.
ENJOYS A HOLISTIC, COMPREHENSIVE APPROACH: they like the clarity of having an advisor that knows the totality of their financial situation, acting as their "personal CFO."
IS A DELEGATOR: they recognize that we are all experts in our respective professions and prefer to delegate tasks and responsibilities that take away from the truly important areas of their life. They appreciate professionalism and are willing to pay for advice.
IS ACCOUNTABLE: they appreciate that "how much, by when" is a phrase that means progress will be made towards goals that we've mutually agreed to implement. Just as with fitness, progress is not made unless work it put in.
IS LOOKING FOR A PARTNER FOR LIFE: they are looking to form a long-term relationship with an advisor. Our intention is to always continue to earn the privilege of serving them and their families throughout their life journey.
