Financial Services

At Redwitz Wealth Management Group, through our affiliation as investment advisors representatives with 1st Global Advisors Inc., we provide comprehensive and modular financial plans and advisory services that are developed to fit the unique needs of the individual, family or small business. A financial plan is not just a report that contains recommendations based on in-depth analysis but an ongoing process that begins and ends with you, the client, providing you with a strategic plan of action to help you secure your needs and realize your goals.  As you achieve past goals,  life events and new desires create additional goals. Subsequently, a periodic review of your plan is important and necessary to ensure you are on track to meet your objectives as you accumulate, preserve and transfer your wealth.  Compensation is received through fees applied to assets under management or commissions depending on the type of service provided.

Financial planning and advisory services may cover any or all of the following areas:

Services Available

  • Retirement Planning 
  • Insurance Planning   
  • Asset Allocation    
  • Tax Planning    
  • Pension Plans    
  • Education Planning
  • Estate Planning
  • Investment Management
  • Long Term Care
  • Business Planning