(415) 472-1510 REDWOOD FINANCIAL ADVISORS, INC. Home Company Insights Tools Contact ABOUT REDWOOD Redwood Financial Advisors, Inc. provides comprehensive retirement management services. Its philosophy is retirement management is a process not a point-in-time event. To be successful in retirement requires achievable goals, intelligent strategies and competent evaluation of progress. There must be structure to keep matters on track and flexibility to adjust to new events. These dynamics are supported by our proprietary POISEsm process. POISE creatively brings together the personal, social and financial aspects of retirement to keep clients on track for the 20 to 30 years spent in retirement. Personal and social goal development, lifestyle income requirements and savings and investment strategies interrelate and change over time. POISEsm manages these interactions and changes to provide options and strategies to live securely in retirement. The process is supported by financial and estate planning, retirement distribution strategies, insurance services when required and investment management personally designed for each client. Contact Redwood Financial Advisors, Inc. Office: (415) 472-1510 Fax: (415) 472-1850 165 N. Redwood Drive Suite 170 San Rafael, CA 94903 rlmargetic@gmail.com Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. Member FINRA & SIPC