Redding Financial Advisors

Redding, California

Wealth management that plans around the tax bill, not after it.

Boutique wealth management and tax-aware financial planning for Northern California business owners generating $1M+ and private investors with $500k+ in investable assets.

Schedule a private consultation Our two practice areas
  • TPCP™Tax Planning Certified Professional
  • AAMS™Accredited Asset Management Specialist
  • CPFA™Certified Plan Fiduciary Advisor

Built for complexity. Dedicated by design.

Complex financial lives call for planning that connects investments, taxes, business decisions, and estate goals. To give each client that level of attention, we focus on two types of clients.

$1M+

The high-income business owner

Companies and founders generating $1M+ in annual revenue or net operating income.

  • Year-round, tax-aware planning coordinated with your CPA.
  • Coordinated planning across your business, personal, and estate balance sheets.
  • Business exit, owner distribution, and deferred compensation planning.
  • Retirement and investment planning for owners and their families.

$500k+

The private wealth investor

Families, executives, and retirees with $500k+ in net investable assets.

  • Multi-year tax bracket analysis and Roth conversion considerations.
  • Portfolio risk management and stress-testing.
  • Social Security timing and tax-efficient withdrawal planning.
  • Estate coordination and intergenerational wealth transfer planning.

Tax planning shouldn't start in April

For many business owners and investors, taxes come up once a year, when last year's return is being prepared. By then, most of the year's financial decisions have already been made.

Planning happens before the decisions, not after.

Chris Hall holds the TPCP™ (Tax Planning Certified Professional) designation and focuses on how investment decisions, retirement contributions, and the timing of income interact with taxes throughout the year.

We don't replace your CPA. We work alongside your CPA so tax considerations are part of your financial plan from the start.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

When the work happens

Tax-season-only planning

Focused on preparing last year's return.

Year-round planning

  1. Jan Set the year's planning priorities and contribution targets
  2. Jun Mid-year income review and plan check-in
  3. Sep Savings, contributions, and portfolio review
  4. Dec Year-end review with you and your CPA

How we engage

  1. 01

    The 15-minute strategic fit call

    A no-obligation conversation about your goals and your situation, so we can both decide whether our services are a good fit.

  2. 02

    Planning review & portfolio analysis

    With your permission, we review your recent tax returns alongside your current portfolio to identify planning opportunities and areas of risk to discuss with you and your CPA.

  3. 03

    Implementation & ongoing reviews

    We implement the plan you approve and review it with you regularly, coordinating with your CPA and estate attorney throughout the year.

A collaborative partner for California CPAs & legal professionals

We welcome referrals from CPAs, estate planning attorneys, and mortgage lenders whose clients have more complex financial situations. We work as the investment and planning member of your client's team, respect your relationship with them, and keep you informed along the way.

Start a referral conversation

Request a private consultation

A direct, no-obligation conversation with Chris.

Office hours
Monday – Friday: 8:00 AM – 4:00 PM
Saturday – Sunday: Closed*In-office consultations by appointment only

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