Here is how we can serve you!
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.
Main services
Most of our clients come to us for advice on how to create a strategic income plan for their retirement needs. In this stage of life cash flow generation and proper tax avoidance go hand in hand when developing a plan for retirees.
Since my background is extensive in dealing and servicing small to large business I have partnered with a company that has some very unique benefits for businesses. They will help a qualifying business get needed extra capital if necessary to expand. They can also help fund payroll and other short term needs. They often will serve as an outsource human resource department and help companies improve efficiencies.
We have partnered with US Gold an Silver Advisors in order to provide our clients with the most competitive advantage when buying physical gold and silver. If you or anyone you know is interested in investing in these metals please have them contact us and we will make sure that they get the most competitive pricing in the market. Please check out our gold and silver page for more information.
In order to protect our clients and business clients I have become certified as a certified ID Theft Protection Specialist. Our associated company is American ID Theft Protection LLC. We have a specific web site for more information on this service. Click here to learn more...