Financial Strategies to Enhance Your Life
Like any tool, money can have a positive or negative effect on your life. The determining factor is the strategy behind its use.
We specialize in empowering individuals, families, and businesses with financial strategies that turn money from a burden into a catalyst for prosperity. Take control of your financial future and achieve your full potential.
About us…
At Red Tail Financial, we believe in empowering everyone to thrive financially. Our proprietary Comprehensive Prosperity Blueprint offers tailored strategies to meet diverse financial needs.
Through strategic alliances with complementary financial firms, we deliver a full suite of services, ensuring comprehensive support for our clients.
Whether you need retirement income planning, tax strategies, or advanced business capital solutions, our team of experts is dedicated to guiding you toward financial mastery.
Our Services
Creative Financial Strategies
The status quo won't cut it anymore...
Our propriety system, the Comprehensive Prosperity Blueprint, shows you an alternative path to the traditional financial mindsets that have left American's struggling with their finances.
Learn why so many American's financial picture is bleak, and how you can avoid the same traps by shifting your financial strategies to an innovative, proven approach.
Business Capital Optimization
You work hard for your revenue.
Does it work hard for you?
Most small business owners apply personal finance principles to their business, but business finance and personal finance require different strategies.
Learn how to optimize your business capital for maximum profits.
FAQS
What are your fees?
Our discovery and planning consultations are free of charge to prospective clients. Once a plan is created, agreed upon, and in place, we are paid based on factors determined in the plan. Fees are paid through our strategic partners and will not be paid directly from our clients.
What are your financial strategies?
We use a variety of financial strategies, depending on our clients' individual needs and goals. Our strategic partnerships intertwine management of the 6 areas of financial strategy: Asset Management, Credit Management, Cash Flow Management, Risk Management, Tax Minimization, and Legacy Planning. While most individuals compartmentalize these 6 areas, we believe in a wholistic approach where all areas work together for the overall needs and goals of our clients.
How often will you communicate with me?
During the initial planning and implementation phases, regular communication is key. We suggest meetings no further than 1 week apart during this time. After a plan is in place, we communicate monthly with general updates, then quarterly or yearly based on the strategy in place.
Schedule a 1 on 1 Call
