Broker Check

Products & Services

Redstone Financial Group offers fee-based planning* and commission financial products (life & disability insurance, mutual funds, annuities, long term care insurance, 401(k) plans, etc.). Our goal is to provide you with flexible, affordable options to receive financial planning, insurance and/or investment management services. You can choose to receive one-time advice or participate in an ongoing planning relationship. We believe this flexibility allows you to receive a high level of service while fitting your individual needs.

As you can see below, we offer the following convenient options: 1) Financial Planning*; 2) Transactional Accounts; and 3) Asset Management Fees*. Please contact us for further details and clarification of services offered.

Financial Planning*

Our firm’s financial planning services are designed for clients who want an ongoing, consultative relationship. In these situations, we provide advisory services and facilitate plan implementation. We charge a one-time, flat fee of $1500 for the entire suite of financial planning services listed below, including access to financial tracking and reporting technology. This fee is adjusted for clients who implement their plan through our firm. Financial planning may include, but is not limited to the items below:

  • Personal Financial Organizer
  • Life Insurance Planning
  • Asset Accumulation
  • Disability Income Planning
  • Retirement Distribution
  • Long Term Care Planning
  • Pension Maximization
  • Key Person Insurance
  • Education Planning
  • Financial Education
  • Monte Carlo Simulations
  • Coordinated Advisor Planning

Coordinated Services*

  • Buy/Sell Agreements
  • Company Benefit Plans
  • Estate Planning Strategies
  • Charitable Giving Strategies
  • Property Insurance Planning

*Redstone Financial Group does not provide legal or tax advice, nor property/casualty services.  Fee-based planning and other investment advisory services are provided by Winfield Greenwood.

Transactional Accounts

Various investment accounts, insurance policies and qualified employer retirement plans provide compensation in the form of commissions. These products may be stand-alone purchases or combined with financial planning. Products that pay a commission include, but are not limited to the following:

  • Mutual Funds*
  • Life Insurance
  • Tax-Deferred Annuities
  • Disability Income Insurance
  • 401(k), 403(b), SEP IRA
  • Long Term Care Insurance