What matters most to you?
You have better things to do with your time than worry about your finances. Let us help you with your financial planning and investing.
Redwood Empire Financial Advisors provides investment management and retirement planning services to California residents and investors on a fee only basis.
Our personalized service begins with getting acquainted with each other and developing an understanding of your needs and long-term goals. We want to become a trusted advisor for you and develope a custom investment plan.
We have a broad array of investment products.
- Customized Investment Strategies which consists of series of diversified separately managed portfolios using model allocations from Standard & Poor's Investment Advisory Services.
- Asset Allocation Portfolios which utilize a combination of mutual funds, securities and exchange traded funds (ETF's).
- Specifically designed mutual fund portfolios, selected from a short list of respected managers, that consistently beat their benchmarks.
- Customized municipal bond portfolios utilizing the expertise of the Bond Department of the Bank of New York.
Each of these portfolios is constructed and managed in partnership with Lockwood Advisors, Inc, Lockwood Capital Management, Inc. Pershing LLC and the Bank of New York.
Our goal is to offer investment advice that is appropriate to each individual, that is tax and cost efficient.
Call today for a no cost, no obligation "get acquainted" meeting:
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Richard J Pratt, CPA/PFS
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Redwood Empire Financial Advisors, Inc
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110 Stony Point Road, Suite 210
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Santa Rosa, Ca 95401
E-mail: rjpratt@redwoode.com tel. 707-524-6571