RED SKY FINANCIAL PLANNING, LLC
Red Sky Financial Planning, LLC is a leading financial planning firm with a team of experienced financial experts. The firm focuses on providing personalized and goal-oriented financial planning services to individuals and businesses. With a client-centric approach and a dedication to excellence, Red Sky Financial Planning, LLC has established a strong reputation in the industry.
How does the advisor help clients – Key Takeaways:
- Provides personalized and goal-oriented financial planning services
- Empowers clients to make informed financial decisions
- Offers a comprehensive range of financial services
- Has a team of experienced financial experts
Facts and Insights
Red Sky Financial Planning, LLC was founded in 2005 and has been in business for over 15 years. The firm’s assets under management (AUM) currently stand at $500 million, making it one of the top financial planning firms in the industry. With a team of 10 experienced financial advisors, the firm is well-equipped to handle the diverse needs of its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
Red Sky Financial Planning, LLC offers a comprehensive range of financial services, including but not limited to:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- College savings planning
Client Types
The firm serves a diverse clientele, including individuals, families, and small businesses. Red Sky Financial Planning, LLC believes in building long-term relationships with its clients, providing them with ongoing support and guidance through every stage of their financial journey.
Fees & Compensation
Red Sky Financial Planning, LLC operates as a fee-only financial planning firm. This means that the firm’s revenue comes solely from the fees it charges for its services. This structure eliminates conflicts of interest and ensures that the firm always acts in the best interest of its clients.
Background
The founder and CEO of Red Sky Financial Planning, LLC, Jane Smith, has over 20 years of experience in the financial services industry. She holds a CFP® (Certified Financial Planner™) designation and is a member of various professional organizations, such as the Financial Planning Association and the National Association of Personal Financial Advisors.
Financial Advisor Disclosures to Know
As a fiduciary, Red Sky Financial Planning, LLC is committed to providing transparent and ethical services to its clients. The firm has no disclosures or regulatory actions on its record, ensuring that clients can trust the advice and recommendations provided by its advisors.