Plan Smarter. Invest Wiser.
Retire Stronger.
Serving clients in California, Colorado, and
nationwide who want to maximize income,
minimize taxes, and retire with confidence.
You’re Within 10 Years of
Retirement or Already Retired
You’ve worked hard, saved diligently, and built real momentum with
your retirement savings. But you have questions:
How much can I safely spend before and during retirement?
How can I reduce taxes throughout retirement?
Am I saving in the right places, with the right portfolio?
Our Expertise
The Strategy That Brings
Retirement Into Focus
Retirement can be overwhelming. Our
Redwood Retirement Framework replaces
uncertainty with a clear plan—so you can
focus on living well.
We organize your assets into three purpose-driven buckets—
Spend, Grow, Secure—so every dollar has a job, and your
retirement stays on track. We help you:
Create steady, reliable income to enjoy today without worrying about tomorrow.
Strategically manage withdrawals and investments to reduce taxes.
Keep your investments working toward the life you want, not just chasing returns.
Safeguard your quality of life today while building and protecting your legacy.
Who We Serve
Helping You Make Smart Retirement
Decisions at Every Stage, Whether You Are…
Approaching Retirement
- Can I retire soon—or should I wait?
- What’s the best way to unwind company stock?
- Are my investments appropriate for this stage?
- How do I turn savings into income?
Already in Retirement
- How can I lower my taxes now?
- Which accounts should I tap into first?
- When should I take Social Security?
- How do I keep income steady if markets drop?
See How It All
Comes Together
Featured Case Study:
Building for Retirement
After building successful careers, Mark and Jennifer knew they
could afford to retire, but weren’t sure when or how. Looking to
make work optional, they came to our team for guidance.
See How It All
Comes Together
Featured Case Study:
Retiring Early
John and Cynthia have steadily prepared to retire. But after
a job loss, they needed help getting back on track and
into retirement.
See How It All
Comes Together
Featured Case Study:
Already Retired
Having retired in a bear market, Michael and Sue’s financial
safety net was nonexistent. They needed a true retirement
plan – fast.
Are You Retirement Ready?
Start the process to get prepared for a fulfilling retirement
STEP 1
Let’s start simple – with your top goals & current concerns
STEP 2
Dive into your options & address your key questions with us
STEP 3
We’ll take the first steps toward building your plan
STEP 4
Enjoy retirement while we keep you plan on track
Enjoy the Journey to and
Through Retirement.
We help you live life meaningfully today,
while feeling confident about your ability to
relax in retirement.
25+ Years of Experience
Guiding clients since 2000 through every market cycle, helping them retire with clarity and confidence.Fee-Only Fiduciary Advice
Feel confident that every recommendation is designed to protect your future, not to sell you something.Independent Expertise
Independent and client-focused, with the personal attention you value and the resources you deserve.
Featured Insights
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Are You Using the Right Withdrawal Strategy for Your Retirement?
If you’re like most people approaching retirement, you’ve probably asked yourself one (or all) of these questions: “How do…
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How Can You Reduce Taxes in Retirement?
When people think about retirement, they usually focus on investment growth or income. But one of the biggest factors…
-
Should You Rebalance Your Portfolio in a Bull Market?
After three years of a strong bull market, many investors feel great about their portfolios. Stocks have soared, account…
Trusted Affiliations
