Investments
Below is a general description of what we do when a client engages us to coach them with their finances. There are many more services that we provide that we will introduce to a client once they become a client. For a more detailed description please call Roy Innella at 610-695-8748.
Using a qualified and experienced money manager makes my responsibility as a financial advisor complete. My clients benefit from the experience they avail to my clients. Redhawk Wealth advisors use a unique and proven technique to manage our clients accounts. learn more...
Depending on your stage of life the amount of risk that you can afford to take will vary. If you are preparing to retire in the next few years then this is an extremely important factor in determining how to invest.
Clients Relationship
My commitment to semi annual meetings with our clients enables the lines of communications to remain as open as possible.
This is a proven method of keeping my clients aware of their investments and helps in determining if any changes need to be made. We step up our communication especially in times of extreme volatility if you are in an aggressive portfolio.
We represent many possible investment possibilities from managed accounts based on fee only services to fixed products, in any case a thou rough risk accessment and account profile must be met before we make any recommendations.
Our philosophy regarding insurance products is based on the age and many other determining factors for the client. We will perform a needs analysis before determining the recommendation of any insurance products.
We work with many seniors in helping them determine the best income strategy for them. Our coaching method is a co-creation model based on the parameters that the client determines makes them comfortable.