Amended 1099′s
Tax season can be a frustrating time for any investor. This frustration can evolve into a very irr…
Mar 21 2013REDROCK WEALTH MANAGEMENT, LLC is an investment management and Fee Only financial planning firm in Las Vegas & Henderson. More importantly WE SOLVE YOUR MONEY PROBLEMS!
REDROCK WEALTH MANAGEMENT was founded in 2005 by Greg Phelps, CFP ®, AIF ® CLU®, AAMS®. Greg had spent 10 years in the financial industry and felt there was a better – more “Client-Centric” – approach to helping clients achieve their financial and investment management goals.
REDROCK was founded on client focused principles:
- No Hidden Commissions Or Fees. Provide clients pure conflict-free fee only financial advice
- No Fee Based Financial Advisor Services. A combination of fees and commissions only creates advisor conflicts of interest and lack of clarity for clients
- Fiduciary Advisor Services. Only the highest standard of care – a fiduciary standard – is acceptable for every client interaction, and clients always come first
- Independent Financial Advice. No one tells us what’s right for our clients, we’ll decide that together
- Full Disclosure. If we cannot remove all conflicts of interest, we’ll fully disclose them to you
We never sell insurance or investment products. We provide financial and investment solutions. If you’re looking for a trusted financial advocate, we’d like the chance to help you achieve your financial goals and define your investment objectives.
We’re true consultants to our clients because our only incentive is to to ensure your financial and investment management experience is second to none! We become our client’s primary financial advisor for many aspects of their financial lives, because the relationship we forge together should last a lifetime.
