Someone is sitting in the shade today because
someone planted a tree a long time ago. Warren Buffett
We have helped hundreds of families develop a plan that gives them protection and peace of mind now, with multiple options in the future. With over 90 years of experience and access to the products of over 40 different companies, our team can provide guidance on the options that matter most to you.
Will you have enough to live on when you retire? Fewer companies offer pensions today. That means each person is responsible for creating his own income stream in retirement. Redbridge Financial has helped many retire with confidence. We show you where your current goals can take you, and provide you with options that can increase your chance of success.
You’ve worked hard to grow your business. However, has someone shown you all the ways your business can work for you?
The team at Redbridge Financial can help you answer the big questions: Is our 401k or IRA plan the best fit for our company? How can you retain key employees without breaking the bank? Have you thought about an exit strategy? Will the funds be available to buy out your interest when you are ready to retire? We have access to many cost-effective retirement, life, health and disability income insurance plans. We have also guided business owners around the financial pitfalls that can result with multi-owner businesses.
Check the background of Ameritas Investment Corp. or these investment professionals on FINRA’s BrokerCheck.
David has been in the insurance and financial services industry since 2005. He attended Northwood University and has resided in Midland since he was born. He has worked with local charities and volunteered on the Midland Community Foundation Scholarship Committee. He has a wife, Bridget, who has owned What Goes Around Comes Around since 2007 and two daughters, Kennedy and Taylor. David and his family enjoy summers in Michigan and love to golf, camp and spend time with friends. He is not a big fan of winter!
Terence has held licenses for insurance and/or financial services for over 20 years. He has logged numerous speaking engagements on a variety of topics in the United States, Mexico and Belize, presenting before audiences of up to 5,000. He lived in Arkansas, Louisiana and Maryland before making Michigan his home in 1999. Terence has lived in mid-Michigan since he married his wife, Brandy. Together they enjoy traveling, camping and raising Doberman Pinschers. Brandy and Terence are very active in their charitable work, volunteering weekly in a community education outreach program.
Mark has been in the financial services industry since 1985, becoming a licensed financial adviser and insurance agent in 2009. He is a graduate from Central Michigan University with a degree in Business Administration. Mark has lived in mid-Michigan his entire life, is married with three children. Mark also works with clients on their Medicare Advantage, Medicare Supplement and prescription drug plan options. He enjoys golfing and spending time with family and friends!
Tracy has assisted clients with insurance and financial services since 1998. She graduated from Northwood University with degrees in Business Management and Marketing. Tracy is a passionate supporter of several charities, including the Alzheimer's Association, Arthritis Foundation and National Breast Cancer Foundation. She is an active member of her church, St. John Amelith. Tracy has always lived in mid-Michigan. She resides in Freeland with her husband, Bryan and their two children, Nicklas and Annika. Tracy is an avid Red Wings fan and a season ticket holder of the Saginaw Spirit. She enjoys traveling, reading and especially hockey!
Prior to acquiring licenses in the insurance industry, David owned and operated a successful nursing home. His extensive experience caring for the elderly and disabled makes him especially suited to clients seeking advice on how to plan for long-term care situations in their family. David currently serves as treasurer and/or secretary on five nonprofit board of directors. All five nonprofit organizations serve the needs of Southeastern Michigan youth. David, his wife and 3 children reside in Linden, Michigan. He loves baseball, has a strong passion for outdoor activities and volunteer service. He especially enjoys devoting time to his greatest calling—raising a family.
We are happy to have Stephanie as the receptionist at our Midland office. She has been involved in customer service for over 10 years, and in the financial services industry since 2013. She grew up here in mid-Michigan. Her family is involved in their community and various local charities. Her husband, Brian, serves as a volunteer fire fighter with the Mills Township Fire Department and works at Railserve Inc. inside Dow with their train division. Stephanie and Brian have three daughters, Anissa, Kylie, and Chelsie. They enjoy camping, bowling and riding quads with friends.
Redbridge Financial associates are located in offices throughout the state. However, we are more convenient than other financial service firms: You don’t have to travel to a brick-and-mortar office to get business done! We will meet at your home or place of business if you prefer.
2927 Manor Drive, Midland MI 48640
2625 Denison Drive, Mount Pleasant, MI 48858
5617 E. Saginaw Highway, Grand Ledge, MI 48837
103 N. Bridge Street, Linden MI 48451
1041 E. Grand River Avenue, Williamston, MI 48895