(client relationship summary)
A goal without a plan is just a wish
EDUCATION & ALIGNMENT
Achieving your goals throughout your life begins by truly understanding where you are today and what the steps are to reach each goal in your life.
From your first job to your last, we provide the resources to get you to and through the next stage of your life.
It is our belief that everything begins by asking the questions and taking the time to determine what really matters most in your life.
When you have the clarity about what matters most in your life and have the education and choices to know what must change, we then align the appropriate solutions for you.
Together we work to find the solutions.
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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.”