We’re your financial planning and investment advocate
Why consider Redrock for your investment & financial planning?
If YOU pay your financial advisor, they work for you. Their financial advice will be in your best interests.
On the other hand, if some big investment or insurance company writes their paycheck, shouldn’t you question what their real agenda is? Could it be to sell you the most profitable insurance and investment products?
Familiarize yourself with how our industry works before you hire an advisor. It will help you make a wise decision in whose hands you entrust your financial future!
The vast majority of financial advisors settle for a “suitability standard of care”.
“Financial advisors” paid by their employer to sell you insurance and investment products.
The products which pay commissions and fees and often offer other hidden perks and benefits.
Paid commissions, perks, benefits and fees by brokerage firms or insurance companies to sell you financial products.
Expensive commissioned products and higher fee solutions. Higher costs and expenses directly affect your returns.
Wall Street insurance and investment companies.
We embrace our fiduciary responsibility to our clients (and put it in writing!) just like your attorney, accountant or doctor.
Fee-Only CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary® focused on your financial planning and investment management needs.
The comprehensive process which accomplishes what you value most!
No-load investment solutions. Lower costs and expenses directly benefit your investment performance and help you achieve your goals more efficiently.
As independent advisors, our clients employ us.
When You’re Ready For A New Planning Experience
Give Us A Call! 702-987-1607
