RETIREES

For retirees and those nearing retirement our comprehensive wealth management service consists of financial planning and if desired integrated investment management.

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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.

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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.

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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.

About Us