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Financial Planning 2017-05-17T03:43:08+00:00

Financial Planning for Businesses and Professionals

Small business owners and self-employed professionals can be sensitive about who they trust with their financial reports, and that is why many turn to the dedicated team and 23 years of experience at Redmon & Redmon.  The financial planning process allows us to assess your financial needs and develop strategies that will enable you to achieve your goals while strengthening your financial security.  The fact remains that most goals and visions are unachievable without sound financial flow and planning.  Together, we will discover, define, and notate your strengths and weaknesses while identifying the exact steps to approach in acquiring and achieving the next level in your business endeavors.

 

Financial Planning for Individuals

We admire and love working with individuals that take aggressive responsibility in their finances, regardless of how efficient or effective they may be.  Sometimes finances can be tricky, and software can tend to become rigorous and even expensive or time-consuming.  Opting to approach a professional rather than a well-coded software program can prove to be the difference for you in making the right decisions and following through on them.  We’re not purchased off the shelf, and we’re not out of the box: we are personable, professional, and persistent in providing as much or as little help as you require of us in strong financial planning for your personal finances.

 

Retirement Preparation

How much is enough to provide for my living expenses after retirement?

What goals should I be aiming for in my portfolio?

Where do I currently stand for my long-term financial goals?

Our dedicated team at Redmon & Redmon is here to give your financial portfolio a thorough overview to project where you will be in the coming years as you prepare for your long-term financial status.