Home | Our Services | About Us | Contact Us
Site Links
Social Links
About Us
RED7Seven serves a diverse client base that includes families, individuals, trusts, and corporate retirement/ pension plans.
Credential Research
Copyright © 2011 RED Seven Wealth Management . All rights reserved
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SPIC
Advisory services offered through Cambridge Investment Research Advisors, Inc.,a Registered Investment Advisor
RED Seven Wealth Management, and Cambridge are not affiliated
Our Services
7 -
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.
Retirees
Entrepreneurs
Defined plan sponsors
(401-
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. Our goal with our clients is to develop unique financial solutions, expose opportunities, and manage risk.
Client First
Comprehensive
Solutions Oriented
Reduce Risk
Optimize Opportunity
Educate Client
Monitor
