Guidance Beyond Investments

You made smart decisions to acquire wealth. 

We help you make the decisions to protect and grow that wealth.

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Your Journey to Financial Freedom

Strategies, Education, Customized Planning, by Experts

Our mission is to change the way you look at your financial life and believe small business owners, professionals, and retirees deserve the truth when it comes to their financial futures. Our mission began after the 2008 Great Recession when our founder personally discovered the failure of traditional financial planning and was exposed to the methods of the big Wall Street firms.

The Redfox Wealth Process

Let's have a conversation

During our first conversation, we will get to know each other and discover your unique financial goals and what you want out of a retirement plan.

Strategize

Next, we will create a detailed and customized financial plan to fit your unique needs and goals.

Apply

Once we have the approved plan and you are happy with our time together, then, and only then, we will discuss welcoming you into the Red Fox Family and begin our professional relationship.

President’s Volunteer Service Award

Veterans Moving Forward

RedFox Wealth

Giving Back

The Red Fox Wealth family believes that supporting our communities and giving back is essential. We sponsor charitable organizations and make donations and volunteer with the same passion we give our clients. We are also proud to have achieved the President’s Volunteer Service Award for our continued commitment to improving the lives of others.

Our new favorite charity is Veterans Moving Forward, a 501(c) (3) nonprofit organization providing service dogs and canine therapy to military veterans with physical and/or mental health challenges at no cost to our military heroes.

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What does the

Fox say

Listen & Learn on our latest podcast with the Red Fox Wealth Team

We invite leading experts in investing, estate and trust planning, tax experts, real estate, and other exciting topics to enrich your life and financial journey. All episodes are downloadable and available on multiple streaming platforms!

Receive a Complimentary Copy of Our Latest Amazon #1 Best Selling Book

The Real Perspective

Secret Investments Your Financial Advisor Won’t Tell You About

“This is The Best Financial Book I’ve Ever Read!”, - J. Corkrey

Our Mission

Our mission is to change the way you look at your financial life and believe small business owners, professionals, and retirees deserve the truth when it comes to their financial futures. Our mission began after the 2008 Great Recession, when our founder personally discovered the failure of traditional financial planning and was exposed to the methods of the big Wall Street firms. As much as successful individuals need to create more wealth from their investments, they also need to protect their wealth. Red Fox Wealth understands the weave between investments, tax strategies and estate planning. Our proven financial strategies will guide you through methods to reduce Wall Street volatility, minimize taxes and make sure you never run out of money in retirement. Successful people have complex needs. We are here to address those needs and structure a plan specific to those needs. Multiple stock market crashes, trillions of dollars of debt being added to our Country’s deficit, and the certainty of significant tax increases- only guarantees that our financial futures need to be re-examined. All relationships start with a conversation. We look forward to having a conversation that will guide you to a better financial future.

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