Redwood Financial

Financial planner in Fort Worth, TX (show on map)

4.5

★★★★★

8 reviews

Independent investment planning and management firm focused on building and protecting wealth.

Call (817) 332-7995

Navigate to Visit website

About

Redwood Financial is an independent investment planning and management firm focused on helping you build and protect wealth. Our mission is to help clients build and implement financial strategies that stand the test of time.

Innovative strategies and a hands-on approach are what make Redwood Financial a place for building, customizing, and managing your financial future.

Independent investment planning and management firm

Comprehensive array of investment vehicles

Customized retirement, insurance, estate, and college planning

Professional asset allocation programs through GWN Securities, Inc.

Focus on innovative ideas to elevate client experience

Services

Retirement Planning

Specializes in various retirement planning including educators, 403(b)/Roth 403(b) Plans, pension benefit calculations, mutual funds, annuities, businesses, 401(k) Plans, SEP IRAs, SIMPLE IRAs, deferred comp, business continuation planning, individuals, traditional IRAs, Roth IRAs, rollover IRAs, mutual funds, 457 Plans, 501(c)3 Organizations, Hospitals.

Educators in K-12 and Higher Ed. 403(b)/Roth 403(b) Plans Pension Benefit Calculations (Teacher Retirement System) Mutual Funds Annuities Businesses 401(k) Plans SEP IRAs SIMPLE IRAs Deferred Comp Business Continuation Planning Individuals Traditional IRAs Roth IRAs Rollover IRAs Mutual Funds 457 Plans 501(c)3 Organizations Hospitals

Insurance Planning

Life Insurance is often called “the backbone” to a strong retirement plan. Key considerations include the duration of the need, premium budget, purpose of the need, and types of insurance such as Term Insurance and Permanent Insurance.

Term Insurance (10yr, 20yr, 30yr, Annual Renewable Term, Return of Premium) Permanent Insurance (Whole Life, Universal Life, Variable Universal Life)

Estate Planning

Estate planning aims to protect the maximum amount of wealth possible for intended beneficiaries and provides flexibility to the individual prior to death. Includes wills, powers of attorney, and various types of trusts.

Wills Powers of Attorney Living Trusts Revocable Trusts Irrevocable Trusts Tax Planning Strategies

College Planning

Helps clients understand different college savings plans such as College Savings Plan, Educational IRAs, UGMAs, Coverdell Education Savings Account, and Cash Value Life Insurance. Focuses on outpacing inflation and tax benefits.

College Savings Plan Educational IRAs UGMAs (Uniform Gift to Minors Account) Coverdell Education Savings Account Cash Value Life Insurance

Managed Portfolios

Offers professional asset allocation programs through a relationship with GWN Securities, Inc., providing individual investors with access to professional asset allocation techniques, investment selection, and ongoing management.

Professional Asset Allocation Investment Selection Ongoing Management Diversification Strategies Risk Management

Investment Planning

Offers a comprehensive array of investment vehicles and works together to create an investment plan designed to reflect the client's plan of action, adhering to their risk tolerance and personal investment philosophy.

Customized Investment Plans Risk Tolerance Assessment Personal Investment Philosophy Alignment Investment Vehicle Exploration