About Us

We focus on building financial plans that work so our clients can focus on relationships and activities they enjoy the most.

RED Seven serves individual clients (primarily those in or near retirement), small business owners, and corporate retirement / pension plan sponsors. We understand that selecting a financial consultant is an important decision.  When we accept a new client, it is with the expectation that we will develop a long-term relationship providing ongoing financial advice. Taking the time to understand you and your unique needs allows us to make fully informed recommendations that result in better financial decisions.