At Redfish Capital we are 100% committed to the highest level of personal customer service and open communication. Every client will have a comprehensive financial plan based on their needs and goals. We will do our utmost to earn your confidence that it is invested wisely, that it is faithfully monitored, and scrutinized on a steady basis to confirm we are on track towards meeting our stated objectives.
Our goal is to develop a personal relationship with every client based on the highest level of client service and earned trust, where all clients have clearly defined financial goals and a realistic avenue to achieve those goals with consistent communication, and monitoring to work towards their success.
Our goal is to develop a personal relationship with every client based on the highest level of client service and earned trust, where all clients have clearly defined financial goals and a realistic avenue to achieve those goals with consistent communication, and monitoring to work towards their success.
Services
Most people will claim that they have a financial plan. They don't. What they have are IDEAS. We walk the client through the process of taking all their ideas and then placing them on paper. These are your retirement goals. These goals tell us where you would like to be in your retirement years. Next, we calculate and deeply analyze the plan to see if what you are doing will enable you to achieve the goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after. Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice.
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