About Me
I'm a Registered Investment Advisor for Redwood Private Wealth residing in Connecticut, specializing in small to midsize business benefit solutions. I know that there's no “one size fits all” solution for company benefits, especially for small businesses. I strive to educate my clients and provide unique solutions to meet each of their needs and goals. I go above and beyond for my clients by helping to keep benefits Simple, Safe, and Cost Conscious.
What's in It for You?
It's Simple!
You can have a 401k plan set up in 10 minutes or less
It's Safe!
Most of the plan liability is removed from the business owner
It's cost conscious!
The plan pricing is specifically designed with small business owners in mind
How I Do It
I know the specific challenges that small businesses face and specialize in designing plans to provide solutions for those problems. I have spent years designing 401k plans for small business owners and negotiating pricing with record keepers to create some of the best and most exclusive small business offerings available.