About Redwood
Redwood Financial Advisors, Inc. provides comprehensive retirement management services. Its philosophy is retirement management is a process not a point-in-time event. To be successful in retirement requires achievable goals, intelligent strategies and competent evaluation of progress. There must be structure to keep matters on track and flexibility to adjust to new events.
These dynamics are supported by our proprietary POISEsm process. POISE creatively brings together the personal, social and financial aspects of retirement to keep clients on track for the 20 to 30 years spent in retirement. Personal and social goal development, lifestyle income requirements and savings and investment strategies interrelate and change over time. POISEsm manages these interactions and changes to provide options and strategies to live securely in retirement. The process is supported by financial and estate planning, retirement distribution strategies, insurance services when required and investment management personally designed for each client.