Some say knowledge is power. While that may be partly true, it's having wisdom wherein the true power lies. You see, wisdom is the ability to actually apply the knowledge you've obtained throughout your life. If we have wisdom we have the foundation for intelligent, well-considered decisions. With retirement in sight, it requires wisdom to make the sound decisions that are so vital in the pursuit your goals so that you may avoid the costly mistakes that could affect your future.
At Redefine Financial, LLC we are committed to helping people just like you create solutions and make wise decisions toward meeting your retirement goals. Once we understand your goals, feelings, family dynamics, and your Personal Risk Number® we will work diligently to develop a program that carefully balances investment strategies with preserving what you have worked so hard to accumulate - whether you're just starting out, getting close to retirement, or have already retired.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and position them to reap those rewards. We enjoy helping people build a solid financial foundation for the future.
We invite you to check out all the material on our website. Take a deeper dive and learn more about us; our philosophy, who we are and what we do. If something prompts a question, you can communicate with us by sending a question right from our homepage or you can send us a quick email or even call our office. We would consider it a privilege to speak with you.
Managing Member, CFP
More about us and a photo tour of our offices
More about our philosophy