Ready To Become A Client?

There's no need to figure out which service to start with. We'll handle it.

What You Get as a Client

Become a client today, and we’ll start implementing all of the following — with no up-front fees. You simply pay the same advisory fee you’d pay for professional investment management. Planning is included when you move your accounts to us.

🗓️ Retirement RoadMap

A custom calendar built from your date of birth. It shows the key dates that matter most in retirement — like when to claim benefits, enroll in Medicare, or take required withdrawals

🏛️ Social Security Maximizer

We calculate when to file for Social Security to potentially maximize your lifetime benefits.

🔍 Retirement Readiness Review

This is our first real conversation. We get to know you — your goals, your dreams, and what a great retirement looks like to you. Then we start building the right income and planning strategies to help get you there. Where do you stand today? What needs to change? What are your next best steps?

🧾 Retirement Tax Forecast

We’ll review your tax return, look for ways to potentially lower future taxes, and make sure your investments are in the right accounts to help you keep more of what you’ve earned.

🧐 Retirement ℞ Plan (Core Elements)

Step-by-step planning for income, taxes, investments, and healthcare. No firehose. No overwhelm. Note: Updated legal documents and CPA-reviewed tax strategy are part of the full ℞ Plan, which can be added later.

📋 Business Blueprint (if applicable)

We bring business owner tax and exit planning into the conversation, when appropriate.

🔄 On-Going Service

We meet with you regularly to implement everything above. We do the heavy lifting. This allows us to adjust and implement it over time, to help ensure your retirement plan stays on track as life changes.

How It Works

1. We start with what matters most to you (income, taxes, healthcare, etc.)

2. We plan together, over time so each part is coordinated to work together.

3. We keep you on track with an ongoing relationship and regular reviews.

Who This Is For

You want a financial partner, not just a one-time plan

You're ready to move assets under our care

You want confidence that you're doing the right things, at the right time

What It Costs

We offer clear, transparent pricing. Most clients pay a flat fee or a percentage of assets we manage.

Want full planning with legal documents and CPA-reviewed tax advice? You can upgrade anytime.

Not quite ready? You can start with a Retirement RoadMap, Social Security Maximizer, Retirement Readiness Review, Retirement Tax Forecast, or Retirement ℞ Plan.

Investment Advisory Services offered by duly registered individuals through CreativeOne Wealth, LLC, a Registered Investment Adviser. Licensed insurance professional. CreativeOne Wealth and Red Mountain Financial are unaffiliated entities. We are not affiliated with or endorsed by the Social Security Administration or any other government agency. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We do not provide tax or legal advice COD00025652