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Accelerating Wealth Growth & Preservation

Strategic partnerships play a pivotal role in the growth and success of businesses. As the saying goes, “If you want to go fast, go alone; if you want to go far, go together.”

This adage holds true in the business world, emphasizing the critical value of partnerships. We believe working with strategic partners is essential. We look for partners with complementary skills, experiences, or resources. Rather than seeking equal partnerships, we consider those where each party brings unique strengths to the table.

Below are key partners we work with to accelerate your wealth growth and preservation of capital.

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Redwood Private Wealth

Redwood Private Wealth is the Registered Investment Advisor under which we provide comprehensive wealth management guidance and offer access to curated institutional-quality investment strategies and private investments.

Redwood Private Wealth offers a consultative approach to wealth management stewarded by financial, tax, and legal professionals to help clients define true wealth to accomplish life and wealth goals, and lasting legacies.

We curate sound investment strategies to help protect family assets and help you to redefine what it means to achieve true wealth. And beyond each step of a financial plan, advisers need to actually advise — to commit to coaching clients through a life plan.

 

Redwood Tax Specialists

WHO MAY BENEFIT FROM OUR TAX DESIGNS?

• Employers who would like to accelerate their wealth beyond the 401(k)
• Sole proprietors with a high income or large cash flow
• Family businesses employing from 0 to over 400 employees
• Any highly-profitable companies looking to avoid capital gains taxes
• Companies looking to attract and retain highly talented employees
• Business owners interested in Risk Mitigation

 

Securian Resources

Based in St. Paul, Minnesota, Securian Financial Group offers over 133 years of financial strength, integrity and success. They have nearly $32 billion in assets under management and provide more than $758 billion of insurance in force. At Securian Financial Group they focus on what it takes to succeed, now and for many years into the future. As a result, they have become one of America’s largest providers of financial security for individuals and businesses in the form of insurance, retirement plans and investments. Their financial strength and claims-paying ability rank them among the most highly rated insurance company groups in the nation.
 

 

The Monolith Group

The Monolith Group is pleased to present an exciting new life insurance premium financing strategy that eliminates the risks and drawbacks of traditional Libor-based premium financing. The Monolith Program™ provides access to the capital markets using our proprietary funding structure, allowing high net worth individuals and estates to borrow at the same rate as Fortune 500 companies.
 

 

Benefit Indemnity

A far-reaching enterprise designed to help various stakeholders in and touched by the insurance industry to access the knowledge, skills and strategies to help them succeed amidst the changing world of insurance and health care reform.