Retirement Transition Financial Advisors in Las Vegas
We work with people in the retirement transition and decumulation phase of life. Our clients tend to struggle with things like:
- Social Security timing decisions
- Coordination of investment assets across various types of accounts
- How best to spend down taxable, tax-deferred, and tax-free accounts
- Roth conversions
- Figuring out if they have enough money to retire… and more!
As a fiduciary we work with people on a fee-only financial planning and investment management basis. While we’re a boutique style firm you’d never know it. We have all of the financial planning, retirement plan, and investment management capabilities the big brokerage firms do. Being small simply allows us to focus more on delivering a client-focused results-driven experience!
Things are quite different at Redrock
Need Help Investing?
We’re an Accredited Investment Fiduciary® in Las Vegas. This means we’re bound to put our client’s interests above our own at all times. As such, we never accept any commissions, perks, or benefits from outside companies to pitch you investment or insurance products. Rather we work for you! Learn more about our investment management services here:
Need A Real Financial Plan?
Other “financial advisors” in Las Vegas (and nationally) disguise a high-powered sales pitch as a watered down financial plan – neither of them are good for you! Our financial plan process is designed to help you achieve your goals which take both money and planning. We don’t have investment or insurance products to sell. Our focus is ensuring you’ll enjoy everything your finances can offer without the risk of dying broke!