Redeployment Wealth Strategies

Genuine Fee-Only Financial Planning for Military & Veteran Families

 

Mission Statement: We help military servicemembers, veterans, and their families plan, pursue, and maintain financial independence by putting their money to its best and highest use both today and over the long term.

 

How We Can Help You

Financial Planning

Comprehensive and holistic advice for all your financial concerns that puts you first

Investment Advice

Cutting through the noise to determine your best investment strategy for the long term

Financial Redeployment

Charting the course for financial success in the transition to life in your new uniform

Retirement Planning

Helping your money outlive you after you no longer depend on work for income

We are fee-only fiduciary planners.

That sounds a whole lot more technical than it is. Here's what it means:

  • Fee-only. At RWS, we're very proud to have 100% of our revenue come from our clients. No referral fees for recommending one product or another. No soft dollar arrangements. And absolutely no commissions. We work for you...and only for you.
  • FiduciarySimply put, fiduciary means we put your interest ahead of our own. But there's more to it than just that. Many firms tell you that because they are fee-only fiduciaries, they have no conflicts of interest. We have a different take on it. While most of the financial services industry is content that "everything we tell you will be 100% true," at RWS we passionately believe in telling 100% of the truth. And that includes being honest about conflicts of interest always being possible in any relationship. Though we've worked very hard to build a service and business model to reduce the possibility to an absolute minimum, we know even we're not immune. In those instances when conflicts arise, we believe it's important that we proactively disclose them and resolve them in your favor--even if it means referring you to a different firm
  • Planner. We believe that the vast majority of value human advisors add is not as salespeople or portfolio managers, but as planners and advisors. Computers answer questions better, faster and less expensively than humans can...but humans still ask better questions. So we focus our time and energy on helping you untangle what's important to you, which risks you're willing to accept, and helping you establish and pursue the financial goals that put your money to its best and highest purpose. Everything we do starts with a plan. And every plan starts with connecting our expertise in financial planning to your expertise in you.

Proud Members of the Following Professional Organizations:

 

1
get in touch

However you're most comfortable. Phone, text, email, contact form, or book a visit online.

2
initial meeting

You talk. We listen. And we each figure out if we're a good fit.

3
if you decide to proceed…

We set up a second visit to roll up our sleeves together and get started.

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