Andrew J Robertson, Csscs Email & Phone Number

Red Zone Wealth Management utilizes their proprietary Retirement Planning Red Zone process to help retirees preserve and protect their retirement assets. This comprehensive retirement planning process provides clients with the knowledge, tools and advice needed to navigate the 20 year retirement planning red zone. Red Zone Wealth Managements mission is to design, build and implement a comprehensive and actionable retirement plan that will allow you to safely and securely meet your unique retirement planning goals and objectives.While most financial advisors focus only on helping you accumulate assets. The team at Red Zone Wealth Management specialize in guiding you through the daily challenges you face once you enter the Retirement Planning Red Zone. In order to build a plan that works we will first perform a complete review and analysis of your current situation including your risk tolerance vs your risk exposure, current income vs your retirement income needs, the tax efficiency of your current plan and retirement income plan, extended care exposure and estate planning objectives and charitable desires. We'll work with you and your tax and legal advisors to create an all-encompassing, financial and retirement planning strategy that fullfills your individual needs.Specialties: * IRA Expert* Social Security Claiming Strategies* Retirement Planning Specialist* Risk Management* Wealth Accumulation and Preservation* Medicare Expert* Income Planning* Tax Planning* Estate Planning