Intellectual Capital
Intellectual Capital
“in the multitude of counselors there is accomplishment.” - Ancient Proverb
Clients of Redbridge Financial are not simply paired with one financial professional.
Instead, we use a team-based approach. In addition, we utilize the following specialists through our affiliates:
Investment Analytics
Our research team sifts through all available investments to find the options that are right for you.
Valutaion analyst
Business owners’ first step to an effective succession plan is getting a valuation of their business.
Business owners have access to valuation experts, attorneys and financial planners.
Accredited Investment Fiduciary
Conservators, Attorneys and Trustees who are our clients appreciate these specialized services that have saved their wards and trust beneficiaries thousands of dollars in taxes.
Attorneys & Accountants
Clients who require a trust, buy-sell agreement or specific tax advice benefit from the relationships we have developed with attorneys and accountants. Our referrals to these professionals allow you to receive independent legal and tax advice that you can rely upon.
Medicare Specialist
Clients approaching 65 years of age appreciate working with someone in our office who can research all available plans in your area at no cost to you.
CFP & ChFC
Certified Financial Planners and Chartered Financial Consultants are able to provide specialized plans for all types of complex financial scenarios.
Health Insurance
Our health insurance specialists analyze all available plans. This often results in saving clients considerable money while still keeping clinicians they prefer.
Property and Casualty
Business owners and individuals have access to all available plans through our P&C affiliates.