Wealth Management & Financial Planning

The right plan can get you on the path toward creating the life you want for you and your family. REDW Stanley financial advisors are experienced at helping clients achieve a wide range of goals – from estate plans that preserve assets and minimize taxes to retirement strategies to help withstand a broad range of concerns.

We understand that planning well for your financial future is of paramount importance to you. We can help you feel prepared for whatever may happen, both today and tomorrow.

Tax & Estate Planning

We know you want to transfer your wealth in a way that provides financial security for your loved ones, while also passing assets to future generations and philanthropic causes. We’ll work with you to ensure that fairness and other family issues are addressed, while also representing your interests with regulators.

Retirement & Investment Planning

Whether you’re just starting to plan for retirement or you’re well underway, our experienced financial professionals can help you make smart decisions to benefit you down the road. Planning ahead can ease concerns about the impact of taxes, maximizing Social Security benefits, distribution planning, and much more.

Stock Option Cash-Flow Planning

Many executives and employees have significant resources in stock options, appreciation rights and discount purchase plans. Our advisors develop individual strategies to help you achieve higher after-tax wealth while reducing overall risk.

For more information, please contact Paul Madrid.

FACT SHEETS

Estate Planning and Administration
Financial Planning for Healthcare Professionals
Mastering the Social Security Maze
Planning for Your Retirement
Strategic Financial Planning
Wealth Management