We create comprehensive financial plans for our clients so they can have confidence in accomplishing their goals and objectives. As their lives evolve, so will their plan. Overall, financial success or failure is determined by the decisions we make everyday. Having a comprehensive plan in place can help you take the emotion out of important money matters and decision making.
We are located in Scotch Plains, New Jersey, but our clients live all over the Tri-State area. Redwood Financial Planning is an independent, wealth management and financial planning firm. We strive to function as the primary resource for all financial issues our clients may face as they strive to achieve financial freedom.
We are located in Scotch Plains, New Jersey, but our clients live all over the Tri-State area. Redwood Financial Planning is an independent, wealth management and financial planning firm. We strive to function as the primary resource for all financial issues our clients may face as they strive to achieve financial freedom.
Services
Redwood Financial Planning is a private wealth management and financial planning firm founded in 2018, headquartered in Scotch Plains, NJ. We work with our clients to ensure that their financial goals are met in a responsible way through the combination of comprehensive financial planning and portfolio management.
We build a comprehensive plan that can provide the framework for all future financial decisions you have to make. We use low cost investments and combine portfolio diversification with active management to build appropriate portfolios based on your goals and objectives. We combine financial planning and asset management to help you make sense of your entire financial situation.
Prior to starting RFP, I spent 12 years with Penn Mutual after 7 years with MetLife as the Financial Planning Director and Director of Training. At Penn Mutual, I was the Director of Financial Planning and Training for the agency, which had approximately 80 Financial Advisors. In this capacity, I was responsible for the continued growth of the Agency through the development of all Agents.
I'm a New Jersey Financial Planner and I've spent my entire career in financial services. I started on the insurance side and learned quickly that they were more interested in selling policies than helping people. So, I decided to go independent, to give proper advice, the proper way. In 2011 I started my independent financial planning firm, Pro Financial Group LLC.
In today's 24 hour news cycle, it's very easy to get caught up in the "action" of the day and want to trade. Our #1 job is to help clients control their emotions and stick to their plan because we understand that short term volatility can cause some panic. For that reason we employ our Active Investment Management Strategy (AIM).
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