We Believe…

financial planning is not an event, it’s a process.  

We create comprehensive financial plans for our clients so they can have confidence in accomplishing their goals and objectives. As their lives evolve, so will their plan.

Our team has a single mission:

Help clients create, manage & protect their wealth.

Overall, financial success or failure is determined by the decisions we make everyday.  Having a comprehensive plan in place can help you take the emotion out of important money matters and decision making.

We are located in Scotch Plains, New Jersey, but our clients live all over the Tri-State area.

Redwood Financial Planning is an independent, wealth management and financial planning firm. We strive to  function as the primary resource for all financial issues our clients may face as they strive to achieve financial freedom.

Our Approach

Discover

First, we take the time to learn about your goals, objectives and your current situation.

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Build

Second, we build your financial plan and outline all obstacles in your path today.

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Implement

Third, we  implement the appropriate strategies to help you reach success.

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Review

Fourth, we monitor your situation and help you stay on track.

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What Can We Help You With?

Financial Planning

Cash flow management, retirement planning, 401k rollovers, tax strategies, college planning, estate planning, insurance analysis. Our comprehensive planning will cover everything that is appropriate for you.

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Asset Management

We use low cost investments and combine portfolio diversification with active management to build appropriate portfolios based on your goals and objectives.

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Risk Management

As you move through life we help you grow your assets AND protect them. Stock market volatility, an unexpected disability from accident or illness or a premature eath can wreak havoc on your families finances.
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Retirement Plans Employee Benefits

Whether it’s a 401k plan, health insurance or other benefits, we help business owners evaluate and implement the best programs.

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Let’s Explore Your Financial Situation Together.

Contact Us Today

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