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Products & Services

How We Work

Red Cedar Wealth Advisors is flexible in providing a full range of financial planning services. In fact, we think that’s one of the great reasons to work with us. Our favorite client relationship is an ongoing, detailed financial planning relationship because it provides you with the most in-depth financial analysis and support and gives us the best chance to get to know you, your values, and goals. However, we also recognize that depending on your preferences and situation, a one-time engagement or quick check-up may be a better fit. And we’re happy to work with you in whatever way is best-suited for you.

Our services include advice on issues such as:


Asset Allocation

Investment Analysis

Investment Management


Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

    Financial Planning

    Portfolio Design

    Retirement Plans

    Risk Management

    Cash Flow

    Tax Planing

    401(k) Allocations and Rollovers

    403(b) Planning

    College Funding

    Estate Planing Fundamentals

    Money Purchasing Plans

    Profit Sharing Plans

    Lump Sum Distributions

    E-Money Advisor


    Disability Income Insurance

    Life Insurance

    Health Insurance

    Long-Term-Care Insurance

    In addition we also offer financial check-ups or second opinions on any of the above areas, financial seminars and general consumer financial education. For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  208-915-8400