A Guide to Financial Advice, Planning & Wealth Management

Manage Your Risk Intelligently with Asset Protection Planning

Generally, the universal first line of defense for protecting your assets and your ability to earn an income is the security of insurance. While considering the possible risks to the successful lifetime completion of your financial plan, our trusted advisors can help you evaluate risks and alternatives to dealing with them in each planning area: Business Planning, Investment Planning, Retirement Planning, and Estate Planning.

Asset protection planning first looks to transfer some (or all) of the risk of those events through insurance, changing the way you own assets and other protections available under the law.

While each individual is the ultimate decider of the financial decisions they face, we will help you to confidently and intelligently make those decisions by evaluating real alternatives. Our goal is to collaborate with you in both the design and long-term adjustments to your goals and planning.

Risk Management Issues We Consider on Your Behalf

  • Life, health, and disability insurance
  • Property and casualty insurance
  • Liability exposure and business entity protection
  • Professional liabilities
  • Umbrella protection
  • Long term care exposure
  • Medicare elections
  • Life settlements
  • Special needs planning

And long before someone completes your income or business tax return, our experts will have presented you with smart Tax Planning and Risk Management strategies.

Risk Issues Considerations

One of the most important financial decisions we can help you to make is how and when to elect Social Security retirement benefits. Within that one decision, the following make up only a portion of the risk issues that need to be considered:

  • Health and life-expectancy
  • If married, which spouse has the longer life-expectancy
  • Income needs, both long and short term
  • The ability to work in general or work longer
  • Whether you will be affected by the earnings test
  • Balancing the retirement of debt against larger Social Security benefits

We Can Help

At REDW Wealth, our collaborative approach is based on mutual trust and respect, as well as open, honest communication. We’re proud of the many long-lasting relationships we have had with our clients.

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Fair and Balanced Disclosure

Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the advisor’s services will vary based upon a variety of factors, such as the client’s investment, tax, and financial circumstances and overall objectives. The effectiveness and potential success of risk management depends on a variety of factors, including but not limited to insurance policy terms and issuer quality, insurance policy premiums and deductibles, the client’s life, health, and property characteristics and qualities, and the amount of realized or latent risk inherent in a client’s individual circumstances. Past performance does not guarantee future results. All investing comes with risk, including risk of loss. REDW Wealth LLC is not an insurance agency or insurance company. Insurance sales are conducted by licensed insurance agents in their separate and individual capacities. Advisory services provided by REDW Wealth LLC. Tax and accounting services provided by REDW LLC.

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