RED Seven serves a diverse client base that includes families, individuals, trusts, and corporate retirement/ pension plans.
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Financial planning and investment advisory services offered through RED Seven, a California Registered Investment Advisor
7 - Seven Guiding Principles
For retirees and those nearing retirement our comprehensive wealth management service consists of financial planning and integrated investment management. Clients can also choose to implement services on a modular basis if comprehensive services are not needed or desired.
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.
For businesses sponsoring defined contribution or defined benefit employee retirement plans, we provide fiduciary consultation, plan design, and financial advisory services.
Defined plan sponsors
(401-k, 403-b, Private Pension)
We are CERTIFIED FINANCIAL PLANNER™ professionals serving retirees, entrepreneurs, and defined plan sponsors using a team oriented consultative approach. Our goal is to help clients understand their options and why a particular course of action makes sense. We work with our clients is to develop unique financial solutions, expose opportunities, and manage risk.