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Plan Your Financial Future Today

Friendly Financial Freedom

A warm smile, a relaxed conversation, and a few minutes are all it takes to start the journey to your financial freedom. From income distribution to tax optimization and legacy planning, our professional team is ready to guide you to Financial Freedom Today.

Our Mission

At Redbird Financial Planning, our mission is to help people realize their retirement goals, allow them to increase their retirement spending, and remove the fear of running out of money. We accomplish this through developing a personal relationship with our clients and creating strategies to achieve their financial goals and desires.

Our Vision

Redbird’s vision is to be the first choice for people looking to spend their retirement on the golf course or fishing on a boat instead of stressing over finances. When retirement comes, we want to ensure that making your tee time is your only concern (We’d be happy to join for a round!).

Our Key Services

Income Distribution

Tailored income distribution strategies create deliberate buckets of money to ensure you always have spending money available.

Tax Optimization

Tax optimization services help you to give the government the least amount of your hard-earned income.

Legacy Planning

Legacy planning ensures that when your time comes, your assets will be protected and distributed the way you want.

Investment Management

Investment management focuses on growing and protecting your wealth through diversified and strategic investments.

Risk Management

Life happens, we make sure you’re ready for it. Mitigate potential risks to safeguard your financial future and provide peace of mind.

Cash Flow Planning

Cash flows are king.

See your financial future clearly. Plan, monitor, and stress test your roadmap for the future.

Are you putting off your financial freedom? Drive your plan forward today!

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What Our Clients Say

An online article listed the five things your financial advisor should do. You checked all 5 boxes for our family! Can’t thank you enough for your support!

Emily P.

I just wanted to say thanks again for all the time you took with us and your willingness to answer all of our questions. I love how much you care!

Mary S.

 I know my mom is in great hands working with you! it gives me great peace! 

John K.