Plan Your Financial Ascent
Retirement Planning Strategies Designed toAchieve Your Goals
At Red Mountain Financial, we understand how overwhelming planning for retirement can be. That’s why our goal is always to simplify the process, providing you with honest feedback and personalized strategies to help you live retirement on your terms.
Reach Your Retirement Apex
Using your financial plan as a guide, we develop custom savings and investing strategies to help you achieve your retirement goals. As a starting point, our comprehensive approach takes into consideration your:
• Current Financial & Tax Situation
• Retirement Goals
• Marital Status
• Risk Tolerance
• Time Horizon
• Retirement Savings & Passive Income Sources
• Life Expectancy
• Social Security Benefits
• Legacy Goals
We work with you to establish a proper retirement investment mix to help minimize your taxes and ensure your money is working as efficiently as possible to support your retirement goals. We diversify your savings across various types of retirement accounts with differing tax treatments (tax-deferred, taxable and tax-free) according to your goals and specific financial situation. This provides us with added flexibility when developing your retirement withdrawal strategy.
5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster
Do you have doubts about your ability to reach your retirement goals? Are you less than confident about certain aspects of your retirement strategy? Here’s the good news… there’s always time to adjust your plan and get back on track. You can take your retirement strategy from flop to blockbuster with these simple strategies.
Let us be your guide!
Are you ready to reach new heights with your financial and retirement planning strategies? Schedule an appointment to see how we can help guide
you toward your personal financial and retirement goals.
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