Business Details
8 Years
experience
Your Trusted Partner for Financial Planning Solutions
Redwood Financial Planning is a private wealth management and financial planning firm founded in 2018, headquartered in Scotch Plains, NJ. We specialize in helping successful professionals, corporate executives, business owners, and families with substantial assets achieve financial freedom through comprehensive financial planning and portfolio management. Our approach combines personalized financial strategies with active portfolio management to address both immediate needs and long-term goals. We prioritize building lifelong client relationships, viewing each partnership as an extension of our family. Our team of Certified Financial Planners takes a hands-on approach to ensure clients maintain focus on personal objectives while navigating complex financial decisions.As an independent firm, we offer unbiased solutions tailored to individual circumstances, emphasizing transparency and client education throughout the process. Our four-step methodologyDiscover, Build, Implement, Reviewensures continuous alignment with evolving life circumstances. We serve clients across the Tri-State area, leveraging industry-leading technology to provide holistic visibility into financial situations. Our independence allows us to avoid proprietary product requirements, focusing solely on clients' best interests. With investable asset requirements starting at $500,000, we maintain flexibility to accommodate diverse financial situations while upholding rigorous service standards.
Services
Financial Planning
Asset Management
Wealth Management
Risk Management
Corporate Retirement Plans
Employee Benefits
Portfolio Management
Retirement Planning
Tax Strategies
Estate Planning
Details
- Year established: 2018
Highlights and features
- We offer personalized financial solutions tailored to your unique goals
- Our independent status ensures unbiased investment strategies
- We provide a comprehensive four-step planning process for long-term success
- Our team takes a hands-on approach to client financial guidance
- We prioritize lifelong client relationships as financial partners
Associations and certifications
- CFP (Certified Financial Planner)
Services
Financial Planning
We create comprehensive financial roadmaps tailored to individual goals and life circumstances. Our process addresses retirement planning, tax optimization, and estate strategies while maintaining flexibility for evolving needs. Clients benefit from ongoing adjustments that reflect changing market conditions and personal milestones.
Asset Management
Our investment approach combines low-cost vehicles with active management strategies. We construct diversified portfolios aligned with risk tolerance and financial objectives while continuously monitoring performance against benchmarks. This ensures optimal asset allocation across market cycles.
Risk Management
We develop strategies to safeguard assets against market volatility and unexpected life events. Our approach includes insurance analysis and contingency planning to preserve wealth for future generations. This protects clients' financial progress from disruptions like disability or premature death.
Corporate Retirement Plans
We help business owners design and implement retirement programs that maximize employee benefits while optimizing tax advantages. Our solutions include 401(k) plans and other structures tailored to company size and financial goals.
Employee Benefits
We assist employers in selecting comprehensive benefit packages that attract talent and support workforce well-being. Our expertise covers health insurance and complementary programs that balance employee needs with organizational financial constraints.
People
Jared S. Friedman
CFP
Certified Financial Planner with expertise in creating comprehensive financial strategies for professionals and business owners. Focuses on long-term wealth management and retirement planning solutions.
Michael McLane
CFP, CIMA
Certified Financial Planner and Chartered Investment Management Analyst specializing in portfolio management and investment strategy development for high-net-worth clients.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement strategies, tax optimization, estate planning, and risk management tailored to individual client needs.
How do you differ from other financial advisors?
As an independent firm, we offer unbiased solutions without proprietary product requirements, focusing solely on personalized strategies that align with client objectives.
Do you work with out-of-state clients?
While based in New Jersey, we serve clients across the Tri-State area and maintain flexibility to work with clients nationwide through digital communication tools.
What investment approach do you use?
We combine low-cost investment vehicles with active portfolio management to create diversified strategies that adapt to changing market conditions and client goals.
How often are financial plans reviewed?
We conduct quarterly portfolio reviews and annual comprehensive plan assessments, with additional adjustments made as significant life changes or market shifts occur.
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