Casey Redmond
- CFP®
Ignite Financial
Cedar Falls, IA
Contact Casey
Casey can help you with
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Investment Analysis
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Retirement Planning
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Employee Benefits
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Tax Optimization
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Insurance Planning
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College Planning
Casey specializes in
- Artist/Performer
- Business Owner/Entrepreneur
- First Responder
- Grade School Teacher
- Military Member
- Technology Professional/Engineer
- Veterinarian
- Travel Worker
- Mental Health Professional
- Psychotherapy Professional
- Agriculture/Farmer
- Attorney at Law
- Class Instructor/Coach
- College Professor
- Construction Worker
- Government Employee
- Strategy Consultants
- Financial Independence
- Couples
- DIY
- Have Children or Dependents
Expertise
- Investment Analysis and Planning
- Portfolio Management
- Portfolio Guidance
- Retirement Planning
- Social Security Planning
- Benefits and Compensation Planning for Employees
- Equity Stock and Options Planning for Employees
- Tax Efficient Withdrawal Planning
- Tax Optimization
- Insurance and Risk Management
- Medicare Insurance Planning
- Estate and Legacy Planning
- Charitable Giving
- Cash Flow Analysis
- Budgeting
- Debt Management
- Student Loan Repayment
- Saving and Investing for College
- College Search Scholarship and Funding Planning
- Late Stage College Funding and Planning
- Financial Behavior and Wellness Education
- Life Event Planning
- Military and Veteran Benefits Planning
- Windfall Planning
Pricing
Our fee is based on a flat fee range and is calculated as follows: The annual fees are negotiable, prorated and paid in arrears on a quarterly basis. The fee range is flat, ranging from $1,800 to $20,000 annually. The fee is to be mutually agreed upon with the client prior to Ignite starting work on the client’s financial plan. The fee determination is based upon the complexity of the client’s financial profile and therefore the resources required to service the client during the year.
About
- LinkedIn Business Page - Ignite Financial
- Podcast - Peeling Back Money and Life
- Online Community - Peeling Back Money and Life
It all began when I was not offered a match with my employer’s 401K plan. My wife and I knew we had to do something. We started educating ourselves by going to classes at our local university and reading dozens upon dozens of books. As we worked through the process, we learned how important it is and how many others are in a similar situation. That is when I knew people needed help and I wanted to do something about it. I also knew early on that it was more than just about the money. I kept reading both in the financial world and outside of it I knew I wanted to integrate life and money. As many of us know, money is a tool to help us live by spending and giving. One of the questions I love asking is what is the money for? It's different for everyone and that is the beauty of it.
Casey focuses on serving his clients through education so they can make informed and rational decisions. He helps clients envision what a great life looks like and how to achieve that life while still enjoying it today! Providing peace of mind along with the financial and time freedom they most desire is where Casey thrives.
When I am not working with clients or creating podcast, blogs, courses, etc.; you will find me with my family. We love to be outside in our garden, going for walks, hikes or a bike ride.