Why Is Red Door Different?
We approach financial planning for our clients with the same care we would take for our own families.
We serve all of your financial needs in one place.
We design custom solutions that are tailored for you. From tax support to investing to retirement analysis, our partnership with Cannon Wright Blount lets us provide you with a complete menu of financial services that other advisors may refer out to third-party agencies.
Our fee-only structure gives you transparency.
Other commissioned advisors might have a financial incentive to push products or make recommendations that serve their best interests instead of yours. At Red Door, we don’t sell “products” and our fee-only structure reduces potential conflicts of interest. What’s more, we don’t accept commissions or make money on transactional activity. Finally, as we navigate your individual financial planning goals, any consultation with us is never “on the clock.”
Our fiduciary service revolves around you.
As a fiduciary, we are required to put your interests first. Many brokers at larger firms do not serve as a fiduciary and may be limited in their communication.
Not only will your Red Door advisor set up regular face-to-face meetings, but we’ll keep in touch by sending you email on important issues. We will also share relevant information on social media so you’ll stay up to date on the market changes we’re watching. Additionally, we’ll host educational events to help grow your familiarity with key financial, legal and other issues that may affect your financial well-being.
If you’re ready to talk together about your financial future, get in touch today.