At True Financial Wealth Management Firm, LLC, we are your rock-solid wealth planning and management team. We recognize that every person is unique. Each and every one of us has hopes, dreams and aspirations for our life and the lives of our loved ones. We understand. At True Financial Wealth Management we are genuine people who have our own families and know how important it is for you to want to carve a caring future for the ones we love.
To begin your journey toward total goal achievement, we will first analyze your current assets to evaluate your financial standpoint. Then, together, we will formulate a focused and effective plan to reach both your short-term and long-term goals.
True Financial Wealth Management Firm, LLC has developed several unique processes individualized for you. We will help by imparting the wisdom and common-sense strategies needed to devise a valuable plan that in turn will match your goals. All types of clients may benefit from our valuable advice, including the affluent; retirees; divorcing individuals; and recipients of settlements from personal injuries, awards or inheritance; married or single;
old or young. Whether you’re just starting out or simply need to maximize the potential of
your existing plan, we can help.
Since our relationship is constant and long-term, it is in the interest of both of us for you to keep us informed of changes regarding your circumstances whenever possible. An annual review is highly encouraged. 
Complete Financial Planning includes:
- Retirement Planning
- Tax Planning
- Mortgage and Refinancing
- Inheritance and Financial Windfall Management
- Charitable/Philanthropic Planning
- Education Funding Analysis
- Estate Succession Planning
- Business Succession/Sale Planning
- Health Benefit Reduction Plan (Click to learn more)
- Pension and Profit Sharing Plans
- 401(k) Investment Management & Rollovers
- Comprehensive Risk Management and Insurance Planning
- Planning for Dependent Children and/or Parents
- Pre-Marriage Financial Planning
- Post-Divorce Financial Planning
Fees for services:
We are a fee choice firm with an hourly rate, fee-based or commission options – it is your choice. All fees, transactions, costs are fully transparent and openly disclosed. Our primary method of managing investment assets is a low flat rate investment advisory fee making it a fee-only choice. The benefits to you must outweigh any costs. You are provided a full written disclosure called the General Financial Services Brochure and Advisory Service Agreement and ADV Part II for your review and approval explaining the details.
Please allow True Financial Wealth Management Firm, LLC to develop your master-coordinated wealth management plan. We promise to work diligently and relentlessly using our expertise, experience and unique TRUE services to help you achieve your financial goals.
Wealth Management
At the end of the day, you want peace of mind. Eileen M. Proud-Redwanc and Robert Redwanc, founders and owners of True Financial Wealth Management Firm, LLC, are leaders in the wealth management services* field. In your initial meeting, they will personally listen and understand your goals – then analyze your investment goals and ambitions collectively. Next, a plan or series of alternative plans to will be designed based upon your investment objectives and needs. Finally, you will be provided with a recommended portfolio based upon the best blend of assets, whether personal or securities investments (i.e. stocks, bonds, mutual funds, unit trusts, real estate, or other investments), seeking balance and diversity – a portfolio customized personally to meet your goals and objectives. Because we are fee choice, you have the choice of selecting how you pay for our services.
We offer and use various strategies to help you reach your investment goals. Keep in mind we exercise simplicity and an uncomplicated approach.
Strategies may include:
- Asset allocation
- Dollar cost averaging
- Liquidity and flexibility
- Choice of tax or non-tax blends
- Systematic rebalancing
- Stop losses
- Diversification
- Professional management
- Low costs
- Tax-free, tax-deferred accounts
Securities and advisory services offered through Financial Advisers of America, LLC, member FINRA/SIPC. Eileen M. Proud and Robert F. Redwanc offer Advisory services offered through (True Financial Wealth Management Firm LLC (TFWMF) a registered investment advisor. Financial Advisers of America, LLC and (True Financial Wealth Management Firm LLC (TFWMF)) are not affiliated.
