Are you worried about retirement and your long-term financial future? Do you have experience investing, but want the confidence that comes from working with a dedicated financial advisor who puts your interests first? If so, we would love to hear from you!
As independent fee-only financial planners, the team at Red Tortoise provides concierge-level financial services to high-net-worth individuals who take pride in being stewards of their wealth. We offer a fully customized process that covers retirement planning, tax planning, investment management, and much more. And the best part: You don’t have to commit until you know we’re the right fit for you.
With our Second Opinion Service, we can help you understand if you are on the right track to accomplish your long-term goals. Whether you are struggling to make sense of a complex financial matter, hoping to reduce your tax bill, or you’re just looking for a second set of eyes to assess your current financial plan, we are here to help.
What to Expect
Like our clients, our process is never cookie-cutter. Our Second Opinion Service is a complimentary consultation that helps us learn more about your unique situation. Together we will address questions like:
- What’s your pain point? What’s bothering you? You may have concerns about inflation and how it will affect your retirement plans. Or maybe you’re worried about what required minimum distributions will do to your taxes this year. Other clients come to us with questions about when to retire or how to best manage their assets. No matter what it is for you, the first step in our process is to understand your unique pain points so we can create a custom plan to address them.
- What are your dreams for the future? More than just your pain points, we want to know your dreams and hopes for the future. We are here to help you make them a reality.
- What are you spending vs. saving? Understanding your cash flow is a crucial part of planning for the future.
- What do your investments look like? Once we’ve learned the basics of your financial circumstances, we can take a look at your investments. We will assess the strength of your current plan and design a customized portfolio to fit your needs. We don’t personally use model portfolios, and we don’t expect our clients to either. Everything is built from scratch and tailor-made.
- What are the risks to your plan? Do you have the right insurance? Do you have a legacy issue? No matter what the risks are, we can build a plan to manage them.
- Where can you save on taxes? Taxes are our specialty, and we’re not just saying that. With a dedicated CPA on staff, you can rest assured that we have the right expertise to help you save.
- Are you on the right path? We’ll put it all together to make sure you’re on the right track to achieve your goals.
We’ll adapt our consultation based on your circumstances. We might go into greater detail in one area and less in another, depending on your needs, but we’ll never leave you short-changed. Our goal is to provide the confidence that your existing plan has you on the right path—or will get you back on track—to reach your long-term financial goals.
Sign Up Today
Always custom. Never cookie-cutter. That’s the Red Tortoise promise. If you have at least $750,000 in investable assets and you’re wondering if you are on track to achieve your financial goals, take the first step today. Select a date and time below to schedule your complimentary consultation.