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One of my favorite things about Redwood...
...is the ability to work from anywhere with a laptop and cell phone! I'm in Mexico with my family right now, eating amazing food every day.
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New comment Sep '23
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Welcome to our Open Community for professional financial and tax consultants
Please introduce yourself and let us know what you do to help your clients. We look forward to sharing and receiving information from all members!
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New comment Jun '23
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Our Mission/click below to read more
We want to have as many insurance agents and financial planners as possible collaborating, exchanging valuable ideas, and receiving tangible assets (i.e. calculators, spreadsheets, software etc...) and anything else you would want to give away for free. "What you share multiplies and what you withhold diminishes." - W. Clement Stone WHY DO SOME FINANCIAL ADVISORS THRIVE AND THE OTHER 99% DON'T?
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New comment Sep '23
Looking for Whale Car Afficionados
Hello all MDs. In your whale hunting efforts have you come up across any car lovers? If so, I've got this beauty they may be interested in. For the MD that introduces a buyer there's a 1% finders fee! Pretty easy day at the office :). https://www.autotrader.com/marketplace/buy/chevrolet/corvette/2023/1G1YF3D39P5602618?listingId=688548826
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New comment Oct '23
Powerful Impact!
Some may remember that I had a case close this time last year. My Client preferred to do this anonymously because of some very close ties that exist while a family member is still employed at the institution. So while the client nor I are mentioned the attached item tells the story of what we got accomplished. I think this is the first time in my 40 plus years that a case I helped create and close has been held out as an example for others to follow in print media.
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New comment Oct '23
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