fbpx

Hourly Financial Planner Services

pay for the advice, not the pitch!

What’s keeping you up at night?

Maybe you just have some lingering questions about your retirement plan at work, or possibly you want to maximize your Social Security benefits and aren’t sure how to do it?

More importantly, you can manage your own investments just fine! And you certainly don’t need to be told which annuity is best, or how to “beat the market.”

This is where we come in . . .

Live The Retirement You Dreamed Of

Our CERTIFIED FINANCIAL PLANNER’s™ will help design a plan to maximize your retirement dreams, squeezing every last dime from your finances to reach them.

Stop Worrying About Money

We’ll teach you how to plan for the best but prepare for the worst, alleviating the worry and stress other investors suffer daily.

Find Financial “Peace”

Financial planning shouldn’t be stressful, it should be a tool to create the lifestyle you want. We’ll help you gain financial clarity so you can relax knowing you’re on the right path for prosperity.

Would An Extra Million Dollars Help Your Retirement?

Learn how we improved a client’s plan by ADDING NEARLY ONE MILLION DOLLARS to accomplish their lifetime goals and dreams.

“We are your shortest path from financial chaos and anxiety to the memorable–and purposeful–stress-free retirement you always dreamed of!”

Greg Phelps, CFP®, CLU®, AIF®, AAMS®

Our hourly and project planning clients engage us for questions like:

  • When can I retire? How much can I live on?
  • Should I put money into my 401k? How much and into what investments? Roth or pre-tax?
  • Do I need life insurance? Term or whole life? What about the "supercharged Roth" VUL?
  • Should I consider long-term care insurance?
  • What about Social Security? When should I take it to make the most of it?
  • How much will healthcare cost? And what about Medicare?
  • Should I buy an annuity?
  • What is a "Roth conversion" and should I do one?
  • And on, and on . . .

You can keep “going it alone”—fumbling through your financial life—or we can help put you on the right track in as little as one hour!

You have two choices. You can continue down the same path of empty promises and overpriced insurance and investment products living in fear you’ll die broke, or you can

STEP 1

Click “Start Here Now” Below

STEP 2

We’ll Schedule the right appointment either hourly or a project plan 

STEP 3

you execute on the advice we provided and check back in a year or so!

What Makes Redrock So Special?

It’s all about our fiduciary commitment to help you enjoy retirement stress-free. The trust and confidence our clients place in us is our most valued—and irreplaceable—asset. We realize that trust must be earned.

R
We’re completely independent with no proprietary insurance or investment products
R
We’re pure Fee-Only (no commission—or fee-based—financial services) so our interests are perfectly aligned with your financial and retirement success
R
We embrace our fiduciary responsibility in writing (ask your current financial advisor to do that . . . we bet they won’t!)
R
We work for you NOT Wall Street! No insurance or investment company will tell us what’s best for you, we’ll decide that together
R
We’re skilled and experienced. Every financial advisor is a CERTIFIED FINANCIAL PLANNER™ and collectively we put our 50+ years of experience to work for you!

Is hourly financial planning right for you?

Typically we make massive improvements to your personal financial plan that will help you retire earlier with more “money confidence” than you’d ever thought possible!

At worst, we make subtle changes to your financial plan and investments which still help squeeze every last dime out of your finances!

Either way, the financial advice we provide will return itself to you many times over!

Our hourly financial planner rate is $350 per hour. Most clients get every bit of financial knowledge they want and more within one hour.