Retirement Planner
in Greenwood Village, CO
Redwood Advisory Group
in Greenwood Village
If you live in the Denver metro area and are within ten years of retirement or already retired, Redwood Advisory Group offers the experienced, fiduciary wealth management guidance you need to move forward with clarity and confidence. Our Colorado office, located at 6312 S. Fiddlers Green Circle in Greenwood Village, serves individuals and families throughout the Denver Tech Center, South Denver suburbs, and the broader Front Range looking for a smarter approach to retirement.
Fee-Only Fiduciary Financial Advisor in Greenwood Village
There is no shortage of financial advisors in the Denver area, but few operate as true fee-only fiduciaries. At Redwood Advisory Group, every recommendation we make is built around your financial future. We do not earn commissions, and we do not have products to sell. We are an independent, client-focused firm with more than 25 years of experience helping individuals and families retire with confidence.
Our Greenwood Village office puts experienced retirement planning within reach for professionals and retirees across the Denver Tech Center, Centennial, Highlands Ranch, Parker, Cherry Hills Village, and surrounding communities.
Retirement Planning Services for Denver Metro Residents
Retirement looks different for everyone. A longtime Denver professional winding down a corporate career has different needs than a small business owner looking to exit, or a couple already retired who wants to minimize taxes and make their savings last. Redwood Advisory Group works with all three.
Our retirement planning services include:
- Retirement Planning
- Cash Flow Analysis and Retirement Income Generation
- Investment Management
- Tax Strategies
- Legacy Planning
We serve clients approaching retirement who are asking: Can I afford to retire soon? What is the best way to handle my company stock or equity compensation? Are my investments positioned correctly for this stage of my life? How do I convert decades of savings into steady, reliable income?
We also serve clients already in retirement who want to know which accounts to tap into first, how to reduce their tax bill, when to claim Social Security, and how to protect their income if markets take a downturn.
The Redwood Retirement Framework:
Structure for a Confident Retirement
Retirement planning can feel complicated, particularly when you are trying to manage multiple accounts, income sources, and tax considerations at once. Our Redwood Retirement Framework cuts through that complexity by giving every dollar in your portfolio a clear job.
We organize your assets into three buckets:
Spend
Is the income you use right now. It includes Social Security, pension payments, rental income, U.S. Treasuries, and money markets. This bucket provides 1 to 3 years of expenses in safe, liquid assets so the rest of your portfolio can grow without interruption.
Grow
Holds investments designed to replenish your Spend bucket and stay ahead of inflation over time. Dividend stocks, growth stocks, and high-quality bonds all belong here.
Secure
Is your long-term foundation. Broad equity portfolios, growth-oriented ETFs, real estate holdings, and trust-owned assets protect your legacy and keep your plan working for generations to come.
This straightforward structure removes the guesswork. You know exactly what you can spend today, what is growing for tomorrow, and what is secured for the future.
Retirement Income Planning Near the Denver Tech Center
One of the biggest challenges for retirees in Colorado is turning accumulated savings into predictable income. At Redwood Advisory Group, we coordinate all of your income sources, including Social Security, pensions, rental income, and investment withdrawals, to create a steady, reliable cash flow that supports your lifestyle without running the risk of outliving your money.
We also use advanced income strategies like covered call investing to generate additional cash flow without taking on excessive risk. For clients still in their working years, we help build emergency reserves, plan for large purchases, and direct surplus income toward the investments that will matter most at retirement.
Investment Management That Works for Your Retirement Goals
Investing in retirement is not the same as investing for growth. At our Greenwood Village office, we build portfolios that are aligned with your goals, your timeline, and your comfort with market volatility. We focus on high-quality stocks, strategic ETFs, Treasuries, municipal bonds, and money markets, with selective exposure to growth and innovation.
Portfolios are reviewed and rebalanced annually to stay on course with your plan and your tax strategy. Because we are a fee-only fiduciary, every investment decision is made with your best interests in mind, not to generate a transaction or earn a commission.
Legacy Planning for Families in the Denver Area
Many of our Greenwood Village and South Denver clients have spent decades building meaningful wealth, and they want to make sure it reaches the people and causes that matter most to them. Our team helps you structure your estate to minimize taxes, maximize what passes to your heirs, and support any charitable goals you may have.
We work alongside your estate attorney and other advisors to make sure your legacy plan reflects your values and gives your family a clear picture of what to expect. We also make sure your partner has the tools and knowledge to manage finances confidently, regardless of what the future holds.
How to Connect with Us in Greenwood Village
Our process is built for people who are serious about retirement. We start by learning about your goals and concerns, then explore your options together and address the questions that have been keeping you up at night. From there, we use the Redwood Retirement Framework to build a personalized plan tailored to your situation, and we revisit and refine that plan over time to keep you on track.
Your first step is a free retirement analysis. This no-cost, no-pressure conversation gives you the chance to get real answers and see what a structured, fiduciary retirement plan actually looks like for someone in your position.
Our Colorado office is located at 6312 S. Fiddlers Green Circle, Suite 300E, Greenwood Village, CO 80111. We serve clients throughout the Denver metro area, including the Denver Tech Center, Centennial, Highlands Ranch, Parker, Littleton, Lone Tree, Castle Rock, and Douglas County.
Contact us today to schedule your free retirement analysis and take the first step toward a retirement built on a plan you can trust.