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711 Bayliss Street Midland, MI 48640

989-252-7950
info@redbridgeadvisor.com

Fiduciaries

Our specialized team helps fiduciaries in three critical ways.

Who We Serve

Investment Advice

Smart financial advice for the discerning investor.

Investment Guidance

Business Owners

Has someone shown you all the ways your business can work for you?

Business Owners

Financial Guidance

Choose an independent, customized approach.

Financial Guidance

Why Choose redbridge

We utilize three core principles to help our clients achieve financial success.

Risk Management

Do you know how many different kinds of risks that can affect your financial plan? 

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Investment guidance

There are over 20,000 different mutual funds, stocks and bonds.  How do you choose the right ones for you? 

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intellectual capital

“In the multitude of counselors there is accomplishment.”  - Ancient Proverb

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You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

Contact Us

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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Tax Freedom Day

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.
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Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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Meet Our Team

David Bailey

David Bailey

President & CEO

Terence Paulauskis

Terence Paulauskis

Senior Vice President

Tracy Corbat

Tracy Corbat

Marketing Director

Mark Skrocki

Mark Skrocki

Risk Management

Steve Kovacs III

Steve Kovacs III

Financial Representative

David Haney

David Haney

Agent

John Jenkins

John Jenkins

Agent

Kennedy Bailey

Kennedy Bailey

Risk Management

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

Questions? Comments?

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