Planning Services

The proven RedGram Wealth Management process will guide you through each stage, from evaluating your current financial situation to implementing effective strategies, to build a strong foundation for your financial future.

We recognize the uniqueness of each individual, and we tailor financial strategies and investment planning options to align with your specific current situation and future goals. Whether they are investments that have market downside protection or investments that provide features needed in retirement for YOU.

We help clients with short and long term investments that help provide a hedge with market conditions over time. Our short term investment stratgy is tied to our Private Equity practice managed by Quantum Capital.  

We take a comprehensive approach to your life, ensuring your risks and rewards are balanced. We will evaluate all major expenditures, inflation impacts and suggest options that provide the best value-to-risk scenarios.

We help you minimize your tax liabilities  or provide complete tax-free retirement options by keeping you informed and using strategies to maximize your hard-earned wealth.

We offer estate planning guidance, addressing how assets are managed and distributed after death, as well as managing financial affairs in case of incapacity. We can connect you with lawyers to formalize these plans

We provide guidance and planning for long-term care, which includes a variety of services to support personal care needs. This care typically involves assistance with daily activities like bathing, dressing, and using the toilet, known as Activities of Daily Living (ADLs).

We provide advice and planning for disability, which encompasses any impairment of the body or mind that limits a person's ability to perform activities and engage with their environment.

We provide advice and planning for critical illnesses, which are specific health conditions such as heart attacks and strokes. Chronic illness refers to the inability to perform a certain number of daily living activities.