Red Mountain Financial

Build Your Retirement Map™

Two details: your name and your date of birth. Your Map builds on the next screen and arrives by email as a PDF you can keep. No cost.

First Name *

Last Name

Date of birth *

Email *

By checking this box, I understand this will be emailed to me.

By checking this box, I understand I'll receive follow-up emails.

The Retirement Map is a personalized timeline of the tax decisions that shape your retirement.

Drawn to your own age. Every milestone lands on your birth year, not a generic template.
The whole picture on one timeline. The years you control, the wall at RMD age, and where IRMAA begins.
Yours in a moment. On screen as soon as it builds, and by email as a PDF.

Your name and date of birth are used only to build and send your Retirement Map. The Retirement Map is an educational tool. It illustrates the timing of common retirement milestones and does not constitute personalized investment, tax, or legal advice. Required minimum distribution and IRMAA rules reflect current federal law and are subject to change. Red Mountain Financial operates as a fee-based advisory practice with CreativeOne Wealth, LLC, a Registered Investment Adviser.

Red Mountain Financial

Tax-first retirement planning · Birmingham, Alabama

(205) 879-7302

P.O. Box 383033, Birmingham, AL 35238

Investment advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Advisor. CreativeOne Wealth, LLC and Red Mountain Financial are unaffiliated entities.

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. Additional details including potential conflicts of interest are available in our firm’s ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

We do not provide tax or legal advice. Always consult with qualified tax/legal advisors regarding your own unique circumstances.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Licensed Insurance Professional. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

Additional details are available in our firm’s ADV Part 2A and Form CRS.