Ready to Reach New
Financial Heights?
Let us help you plan your ascent.
Who We Are & The Value We
Provide Our Clients
Guiding You Toward Peak Financial Performance
At Red Mountain Financial, we understand that it can be a difficult climb toward your
personal financial summit. Our mission is to help you gain the strong financial foothold you
need to reach your goals. Our team members work together to navigate the various aspects
of your financial life, serving as your guide at every step of the journey.
Helping to Ensure All Aspects of Your Financial Life are Working Together
Our custom planning process is fully guided by your personal financial goals. The decisions
you make today can have a lasting impact on your lifestyle in retirement. That’s why we offer
a wide range of financial planning services to help you understand where you are today and how
you can successfully plan for the future. To do so, we employ a unique three-step retirement
planning process.
Your Total Retirement ℞ Plan
We believe that planning for retirement is important to ensuring a comfortable and stable future. When we develop your customized Total Retirement ℞ Plan, we begin by identifying your financial goals, assessing your current financial situation, and developing a customized plan to help you achieve those goals. Our experienced financial advisors work closely with you to help you understand your options and make informed decisions about your future. With your own Total Retirement ℞ Plan, you can feel confident that you are taking the steps necessary to achieve your retirement goals.
Implement
Once your Total Retirement ℞ Plan is developed, the next step is to implement the plan. Our financial advisors work with you to ensure that all necessary steps are taken to put your plan
into action. Our goal is to make the implementation process as seamless and stress-free as possible, allowing you to focus on what’s truly important in life: your personal passions. After
all, you should be free to focus your efforts on your family, causes you support, travel, etc.,
rather than worrying about money.
Ongoing Services
At Red Mountain Financial, we are committed to providing comprehensive retirement planning services that go beyond simply creating a plan. Our ongoing monitoring includes a range of
services designed to help you achieve your financial goals and maximize your retirement
income. This may involve making investment changes as necessary to keep your portfolio
aligned with your objectives, minimizing taxes where possible to help you keep more of your
hard-earned money, and determining the best places to take withdrawals as the market
changes to help you maintain a steady stream of income. With our dedication to ongoing
monitoring and management, you can feel confident that your retirement plan is always working
for you.
OUR SERVICES
Personalized Service and Custom Advice to Guide Your Financial Ascent
Regardless of where you are on your financial journey, we’re here to help you achieve your vision of financial success. We work to ensure all aspects
of your financial life are working together to support the climb toward your personal financial summit.
Retirement
Planning
Wealth &
Asset Management
Insurance
Strategies
Financial
Planning
Tax Minimization
Strategies
Social Security Maximization
Interested in learning more about how we can help you reach your personal financial summit?
Contact us to schedule a complimentary, no-obligation consultation.
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204 Griffin Park Drive
Birmingham, AL 35242
Investment advisory services offered by duly registered individuals through Creative One Wealth, LLC a Registered Investment Advisor. Creative One Wealth, LLC and Red Mountain Financial are unaffiliated entities.
We do not provide tax or legal advice. Always consult with qualified tax/legal advisors regarding your own unique circumstances.
Licensed Insurance Professional. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
ARE-14063 | 22993 – 2023/5/16
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