The Redtail Retirement Plan
Retirement planning isn’t just “saving enough.” It’s making smart choices in the right order - with timing that can have a big impact on your long-term outcome. Here’s the simple process we use to help you get organized and move forward:
`Step 1: Clarify
We define your goals, lifestyle priorities, and what “confidence” looks like, then we map spending needs and key milestones.
Step 2: Capture Income
We coordinate income sources like Social Security, pensions, and portfolio withdrawals so your retirement paycheck feels intentional.
Step 3: Tax‑Smart Strategy
We look for opportunities to reduce lifetime taxes and avoid common timing mistakes as you move from accumulation to distribution.
Step 4: Invest with Purpose
We build an investment approach using retirement “buckets” that balances what you need soon with what you’ll need later.
Step 5: Protect & Legacy
We address the risks that can disrupt a plan and ensure your beneficiaries, documents, and legacy intentions are organized.
What you’ll get
A clear plan, prioritized next steps, and ongoing support to keep you on track as life evolves.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
