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Redtail Accounting Services, LLC

Accountant

Personal Financial Management

Managing your finances means more than just managing your expenses. Here at Redtail Accounting Services, LLC, I help my clients develop long-term, strategic solutions towards their financial circumstances.

I'll help you discover money-saving opportunities, allowing you to plan for the future and open yourself up to investment.

Call (505) 670-8083 today to get started.

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Located in Taos servicing Santa Fe, Albuquerque and Taos

Redtail Accounting Services, LLC: Professional Financial Planning

As a professional financial planner, I can help you understand your finances and make your money work for you. Here are a few financial planning areas I can help you with:

Income and Cash Flow

Assessing your income and cash flow is the first step to personal financial management. I will look over how much money you have and how much you can put towards your expenses and investments.

Assets

I'll discuss the valuable assets you have and what they can do for you.

Investment and Savings

I'll analyze how your capital and how to make it grow over a short period of time and in the long run. I will identify what investments give you the best chance of achieving your financial goals.

Advice and Understanding

With me, you'll learn how to make the most out of your financial planner as you learn how to make informed judgments about your spending and investments. Ultimately, I'll give you the tools to manage your portfolio and become an autonomous financial decision-maker.

Wealth Management

As a financial advisor, I provide you with experienced advice on managing your personal wealth. I help you make decisions with confidence. Investments, tax filing, retirement planning, estate planning: all are areas that I can help you navigate with ease. I offer assistance to people will all ranges of income, goals, and comfort levels.

As part of my wealth management services, I conduct regular follow-ups to make sure you are satisfied with my work. I'll also be sure to implement any changes you'd like to make while ensuring your assets remain secure. Rest assured: With me, you have an advisor you can trust.

Retirement Planning

As the economy changes and people are living longer, it becomes increasingly difficult to plan for retirement. Guaranteed pensions are a thing of the past. I can help you plan your lifestyle in retirement, develop an idea of how much you need to save, and help you find ways to save for it. I will also work with you to satisfy your retirement dreams. Whether your desire is to travel abroad or move closer to home, I will be there to help.

Here are a few ways in which I help financially prepare you for retirement:

  • Adjusting your investments: This will allow you to plan your retirement and sort out a potential daily income.
  • Repaying debts: I can also help create a plan to repay your debts so that you can enter retirement debt-free.
  • Applying for benefits: Doing this early will make sure that you receive the payment on time.
  • Budgeting: I calculate a realistic monthly income, including potential benefits, which can help you create a sustainable budget.

The Professional Financial Advisor You Can Trust

Get in Touch Today

To start your financial management planning, contact Redtail Accounting Services, LLC today. I promise you won't be disappointed. Call (505) 670-8083.

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