(client relationship summary)
A mind that is stretched by new experiences, can never go back to it’s old dimension –
Oliver Wendall Holmes
Life is uncertain. We can try and plan our lives, but life takes twists and turns at unexpected times. Life is uncertain. We can try and plan our lives, but life takes twists and turns at unexpected times.
After a long career as general manager in manufacturing, I changed careers to the financial industry as I saw a need in Education Based Financial Planning for families and businesses setting up and getting ready for retirement.
I created my company to act solely in the best interest of you. To protect you, your family and/or your business withstand a major life event. I believe the foundation for guidance is Education, eliminating outdated concepts and approaches.
Together we can have an action plan in place by asking the questions and taking the time to determine what really matters most in your life.
• Robin Depies, Owner of Heartfelt Financial Solutions, LLC
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Heartfelt Financial Solutions, LLC and Robin Depies offer Investment advice through Redwood Private Wealth, 3930 E. Ray Road, Suite 155, Phoenix, AZ 85044 (“Redwood”). Redwood is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Redwood offers, or that its personnel possess a particular level of skill, expertise or training. Important information and disclosures related to Redwood are available at http://www.Redwood.com. Additional information pertaining to Robin Depies and/or Redwood’s registration status, its business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov. To see full disclosure click here
“We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.”