We focus on building financial plans that work so our clients can focus on relationships and activities they enjoy the most.
Retirees
For retirees and those nearing retirement, our comprehensive wealth management service consists of financial planning and, if desired, integrated investment management.
Entrepreneurs
For small business owners, we combine our wealth management services with our knowledge of defined contribution and defined benefit plans to create unique tax savings and asset protection strategies.
Defined Plan Sponsors
For businesses sponsoring defined contribution or defined benefit employee retirement plans, we provide, plan design, financial advisory services, and ongoing fiduciary consultation.
About Us
Many individuals have no financial plan, have a plan buried in a file somewhere, or have a plan prepared by someone who really did not focus on their goals. At RED Seven, we provide financial planning, investment management, and a consultative relationship that revolves around successfully following a financial plan that we build together with you.
As a Registered Investment Advisor (RIA) firm, we are held to a fiduciary standard which means that we put our clients’ interests ahead of our own. RED Seven is a fee-based firm. We primarily charge fees based on the assets under management (AUM). We also offer insurance products for which we are paid a commission.