Preserve Your Legacy
Retirement Planning is more than just an investment portfolio. We incorporate experts in the areas of portfolio management, estate, income, tax law, risk mitigation, medicare, and long term care planning. This strategy not only gives our clients access to experts in each field, but also gives them the greatest chance of the retirement they always wanted through a coordinated wholistic plan.
We embrace technology to deepen our relationship with you. Financial Wellness comes through real communication. Technology helps us do that, but we feel technology should not take the place of human interaction. Today’s world is moving fast and information has to move as fast. We embrace this thought knowing our number one goal is a deeper connection with you.
Budgeting, the life line to getting what you want and spending on the goods and services you truly value. Our integrated approach and automatic updating will help you make the decisions you want and the decisions you need
Our team approach surrounding the fiduciary needs of your money consists of risk testing, proper asset allocation, re-balancing and monitoring in a fee neutral and unbiased environment. We want you as our client to learn how we as a Wealth Management Firm trend the important characteristics of your money. We communicate this trend to you through our VIP Monitoring Program which is our communication with you regarding the trend of your account. We believe our communication to you helps a trusting relationship with you, which leads to better decision marketing
Retirement distribution planning and implementation requires a great deal of analysis and stress testing. Probability analysis helps us have better discussions about your money and that money lasting through your lifetime. We use a systematic approach that segregates money for risk and cash flow. This is monitored monthly and reported to you. Our clients found this process has taken the worry out of their retirement lives
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We look forward in speaking with you!
Your Investment Management Team
Michael J. Reisel
Michael founded Redwood Financial Strategies to revolutionize financial advisory, providing clarity and confidence through teaching and management expertise. Witnessing clients’ transformations brings him joy, prioritizing their best interests and fostering connections. With diverse business experience, he thrives on successful outcomes and acts as a personal financial concierge. Michael holds a bachelor’s degree, Advanced Silver Sandler Certification, and securities licenses. Outside work, he cherishes family time and enjoys outdoor activities and travel.
Cory, a financial advisor at Redwood Financial Strategies since August 2022, finds fulfillment in assisting clients with their financial plans and building personal connections. He appreciates the firm’s investment capabilities and small firm atmosphere. With experience at Johnson Law Group and Legacy Partners Group, Cory specializes in retirement income and Estate/Legacy Planning. Holding a Series 65 license, he values outdoor activities, quality time with family, and volunteering in Milwaukee.