redeem and walter’s precision service

A place for Walter’s Precision employees to get real answers about their 401(k) and their money. Whether you're just getting started or building toward a big goal, we'll help you make a plan, understand your options, and feel confident about your next step, so you can focus on the things that matter most to you.

401(k) Planning

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how we help:

One-on-one conversations, and simple guides you can use anytime

Your company 401(k) is one of the most powerful tools you have, but it only works if you know how to use it. We manage the plan alongside Windsor Engineering and are here to help you make sense of it. No jargon, no pressure, and no question is too basic.

Schedule a 401(k) Planning Meeting

Financial Planning

Financial planning is about more than investments. It's about figuring out what you want your life to look like and making your money work toward it. We'll sit down with you, listen, and build a plan around your goals at whatever stage you're in.

  • Buying a home, paying off student loans, starting a family, traveling, or retiring on your terms.

  • We look at your income, spending, savings, debt, and benefits together.

  • A written plan with clear, practical next steps, including how to use your 401(k), HSA, and Roth IRA.

  • Insurance, emergency savings, and making sure your family is covered if life throws a curveball.

  • Regular check-ins so your plan adjusts as your life changes.

Schedule a Financial Planning Meeting

Tax Planning and Preparation

Taxes shouldn't be a once-a-year scramble. We handle your tax preparation and look ahead all year, so your decisions about saving, investing, and big life moments are made with taxes in mind.

  • Your return prepared accurately and on time by people who already know your full financial picture.

  • Checking your withholding, your 401(k) and HSA contributions, and Roth versus pre-tax choices before the year ends, not after.

  • Marriage, a new home, a baby, a side business, or stock compensation, and what each means for your taxes.

  • Clear answers ahead of tax season instead of a bill you didn't see coming.

Schedule a Tax Planning Meeting

Estate Planning and Legal

Document Preparation

If you have a spouse, kids, a home, or anyone who depends on you, you have an estate. A simple plan puts your wishes in writing and spares your family confusion and stress if something happens.

  • Who should care for your children, who should receive what, and who should make decisions if you can't.

  • A will, powers of attorney, healthcare directives, and whether a trust makes sense for your situation.

  • Your 401(k), IRA, and life insurance pass by beneficiary designation, so we make sure they match your wishes.

  • Your accounts, insurance, and documents are lined up so nothing falls through the cracks.

  • We revisit your plan after big moments like marriage, a new home, or a new baby.

Schedule a Estate Planning Meeting