We find your balance between spending too much, and living too little…

Then help you squeeze every last dime from your finances!

Things are quite different at redrock

It doesn’t take new clients long to make that observation. In an industry overflowing with deception and dishonesty, we’ve taken on the role of fiduciaries.
The foundation of our fiduciary responsibility to you is our independent, fee-only business model. We never earn or accept commissions or fees from the sale of products or services. We have no incentive to ever push anything upon you. We’ve done everything we can to remove any conflicts of interest from our advice to you, making your financial success our #1 priority.
As independent financial advisors we work for you… not some big brokerage or insurance firm.
We’re fiduciary financial advisors and have embraced that responsibility since we opened our doors in 2005.
We’ve been around the block, and you won’t find many advisors in Las Vegas with our extensive experience.
We’re fee-only advisors NOT fee-based advisors (which means your broker accepts fees and commissions).

Our clients engage us for expert and experienced financial advice for things like:

  • Social Security timing, delaying, and claiming decisions
  • Tax-efficient coordination of investment assets across various types of accounts
  • How to minimize lifetime tax structure through distributed spending of taxable, tax-deferred, and tax-free accounts
  • Multi-bucket Roth conversions to slash income taxes and minimize the widow tax
  • Knowing how they can retire, when they can retire, and if they actually have enough money
  • Understanding and planning for catastrophic long-term medical expenses
  • Strategizing the ultimate backup retirement financing
  • and much, much more!

We’re Retirement Transition Financial Advisors in Las Vegas

We work with people in the retirement transition and decumulation phase of life. It’s where we add the most financial value, and fortunately it’s what we love to do!
As a CEFEX certified fiduciary in Las Vegas, we work with clients on a fee-only financial planning and investment management basis. We’re a smaller “boutique” style firm, but you’d never know it!

We have all of the retirement & financial planning capabilities those big stodgy brokerage firms do. Being small simply allows us to focus with laser precision on delivering you a client-focused and results-driven experience!

  • Learn the basics of stocks, bonds, cash and alternatives
  • Discover the secret to reducing volatility without necessarily reducing returns
  • Learn correlation factors, and how your portfolio functions better as a whole
  • Create a fully diversified globally allocated investment plan
  • Determine the appropriate ratio of stocks to bonds
  • Avoid the 5 key pitfalls of investor behaviour
  • and much, much more!
It’s free, it’s 4.5 Stars on Amazon, and it will make you a better investor! Get your FREE digital copy today

Need Help Investing?

We’re an Accredited Investment Fiduciary® in Las Vegas. We’re bound to put our client’s interests above our own at all times. We never accept any commissions, perks, or benefits from outside companies to pitch you investment or insurance products. Rather, we work for you!


Need A Real Financial Plan?

Other “financial advisors” disguise a high-pressure sales pitch as a watered down financial plan. Our financial planning process helps you reach your financial goals which take both money and planning to achieve.

Let’s start my financial plan

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