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Our mission is to deliver a comprehensive, integrated approach to help clients manage their financial lives and make the best use of their resources.

Retirement may be the end of your working years, but it is the beginning to the most important years in your life.

What We Do “Character is like an oak tree and reputation like a shadow.

When we say our clients are like family to us, we mean it.

We listen to your needs and advocate on your behalf, offering the best strategies and solutions possible in every situation.

We take a holistic view of your needs to build a plan that helps navigate life events.

I started Redwood Money to do what I love so my clients can live a life they love.

We have extensive experience with a wide range of life transitions, whether you are selling a business, nearing retirement, relocating, going through…

As your partner, we will identify your most effective choices and help you understand the pros, cons, and long-term implications of any advisory-base…

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