BOOK A 15 MINUTE CALL LEARN MORE CONTACT US FINANCIAL PLANNING REDWOOD -Business Owners
-Entreprenuers
-Corporate Executives Financial Advice For People Trying To Live For Today & Prepare For The Future.

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.

Learn More

Build

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

Learn More

Implement

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

Learn More

Review

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

Learn More

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.

Learn More

Asset Management

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

Learn More

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.
Learn More

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.

Learn More

Let’s Explore Your Financial Situation Together.

Contact Us Today

Our Writing

Our Blog

Click Here

White Papers

Click Here

Our Videos

Our Video Channel

Click Here

“Quoted” In The News

This financial move should be a ‘last resort,’ says CFP—but 1 in 5 workers has done it

Now is the perfect time to check your Social Security benefit

How The Ultra Wealthy Prepare for A Recession

Things I Wish I Knew When I First Became A Planner

Money 101: Want to retire as a millionaire? Learn this financial term now

Americans spend 7,000% more time watching TV than they do on their finances

Is Paying for Disney+ Worth it Just to See Baby Yoda? Here’s What Finance Experts Say About Subscription Overload

5 Financial New Year’s Resolutions You Can Actually Stick To

‘Should I buy Tesla stock?’ As the company says it will sell $2 billion in new shares, financial advisers offer tips for rookie investors

How to Get Cash Quickly During the Pandemic

Advisors Scramble To Make Sense of This Market