At Redwood Financial Network, enhancing the client experience is our primary focus. Although we are comprehensive in approach and holistic in nature, we understand that the client may call upon us to fit into their existing team. We believe in a fiduciary standard in our relationships, thus the vast majority of our asset management accounts are on a fee basis. We are firmly committed to working with a limited number of families per advisor, ensuring that we have time available to dedicate to each relationship.
As a CERTIFIED FINANCIAL PLANNER ™, I follow a very detailed plan based approach to financial management that includes the areas of estate, investment, insurance, retirement, and tax efficient strategies. I believe there needs to be a written guide to the financial decisions that are made; similar to the way one would follow blueprints in building a house.
The Process Includes
1. Helping My Clients establish and define their goals
2. An evaluation of where you are today and where you desire to be.
3. Recommendations of various strategies based on Numbers 1 &2 Above
4. Implementation of the recommendations
5. Monitor, review, and adjust the plans as life changes
I consider myself a risk manager whose job is to help clients mitigate the various financial risks they face. Besides normal pastimes, I have a deep passion for financial literacy within the under-served and faith-based communities.
I have a B.S.B.A in Finance and have worked my entire professional career in the investments/financial services industry. The majority of my tenure has been as a wealth advisor, but I also have experience in operations and estate resolution.
MAURICE E. MILLER JR.