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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
Entrepreneurs -
Most small business owners see opportunity to make a better life for themselves and their family. Along with those opportunities come additional exposure to risks. We help analyze exposure to risk and develop solutions to insure against them.
- Disability Insurance
- Life Insurance
- Key Man Insurance
- Asset Protection strategies
Business Insurance & Protection
As small business experience success, tax & income planning become more important. Current tax laws provide many opportunities for small business owners to shelter income and take advantage of tax deductions. Many strategies are not implemented by tax prepares because they are unfamiliar with them. We work with your existing advisors to explore solutions that ultimately reduce your tax burden.
Tax & Income Planning
For many small business owners, a significant amount of personal net worth comes from the market value of their business. Without proper succession planning in place, the value of the business can be eroded as ownership is transferred. We assist with the design and implementation of a business succession plan that protects the value of your business during transition.
Business Succession Planning
The estate planning needs of small business owners often times present a significant challenge to overcome. The structure of the business and the family dynamics of who is involved in the day to day operation of the business require special consideration. The tools, strategies, and resources available to accomplish the estate planning needs of small business owners are plentiful. however, often times they are not implemented do to the lack of awareness by the business owner.
Estate Planning