Plan Your Financial Ascent
Financial Success is an uphill climb. Let us be your guide.
At Red Mountain Financial, we provide specialized wealth management and financial planning services for families and individuals who are concerned with growing, preserving and transferring their wealth. Our extensive knowledge of investments, taxes, insurance, financial planning and business planning allows us to support you as you journey toward the summit of your personal financial life.
Physicians
Our services for physicians are specifically tailored to help navigate the challenges you face as a doctor due to your high earning potential, complex compensation structure, extensive schooling and unique career path. We work closely with you to create a comprehensive financial plan that addresses a wide range of complexities, including:
• Wealth Building Opportunities
• Retirement Saving Strategies
• Insurance strategies to Protect Your Practice, Your Income and Your Family
• Tax Minimization Strategies
We remain focused on helping you achieve your financial goals as a physician while providing custom advice to help navigate the unique financial challenges and opportunities of your medical career.
Business Owners
As a business owner, you face unique financial complexities. That’s why we offer comprehensive financial strategies to address both your personal and professional needs. We work closely with you to understand your short- and long-term objectives, cash flow management needs, risk tolerance, succession planning goals, tax considerations and more. Our services for business owners include:
• Employer-Sponsored Retirement Plans
• Benefits for Employees
• Business Protection Insurance
• Exit Planning Strategies to Maximize Business Value & Minimize Tax Liability
• Investment Management
• Retirement Income Planning
Our goal is to help you achieve your personal financial objectives as a business owner, maximize your company’s profitability, and help ensure your business remains sustainable and stable over the long term
Retirees
We help retirees develop personalized retirement strategies that take into account their unique financial needs, lifestyle preferences and long-term goals. Depending on your specific situation, our strategies may include:
• Refining Your Retirement Budget
• Optimizing Your Social Security Benefits
• Planning for Healthcare Expenses in Retirement
• Establishing a Monthly Income Stream to Support Your Lifestyle Goal
• Managing Your Investment Portfolio for Long-Term Growth & Sustained Monthly Income
• Providing Guidance to Help Navigate Your Estate Planning & Legacy Wishes
• Evaluating Your Roth Conversion 0pportunities
Put simply, our goal is to help retirees enjoy a financially stable retirement and maintain their desired lifestyle throughout their retirement years.
Pre-Retirees
Our financial planning services for pre-retirees are specifically tailored to individuals who are approaching retirement age and wish to proactively plan for the future. We start by conducting a comprehensive assessment of your current financial situation, goals for the future and any challenges that may stand in the way of achieving your retirement goals. Using this information, we develop custom strategies that align with your retirement goals and timeline. Our services for pre-retirees include:
• Creating a Custom Retirement Savings Plan Across Various Account Types
• Maximizing Your Retirement Account Contributions
• Optimizing Your Investment Portfolio
• Developing Custom Strategies to Help You Pay Off Debt & Manage Your Expenses in the Years Leading Up to Retirement
• Offering Guidance on Financial Matters such as Tax minimization Planning, Healthcare Optimization & Social Security Optimization
• Helping You Assess & Understand Your Overall Financial Readiness for Retirement & Make Adjustments as Necessary to Ensure a Smooth Conversion
• Evaluating Your Roth Conversion Opportunities
Ultimately, we strive to help you make informed decisions about your finances, maximize your retirement savings and create a solid foundation for a financially stable future in the years leading up to retirement.
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