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 CORE PHILOSOPHY
Provide an individual strategic design for every client that will serve as the foundation for all wealth building and wealth distribution phases of life.
All investment strategies will be based on sound risk management principles.
Realize that attention to all forms of risk is paramount to proper asset management.
Every client will have updated written instructions on how they plan to pass along all business and personal assets to heirs.
Tax management is essential to the oversight and evaluation of assets.
HOW WE WORK TOGETHER
At Redfish Capital, we understand the many concerns individuals and families face as they prepare for their financial future whether that is five or fifteen years away. With proper planning, we help clients feel confident about that future and their ability to pursue their vision of a comfortable life in retirement. Through our individualized approach, we develop customized strategies that address the client’s individual needs and goals.
Retirement is a significant milestone in one’s life. Just like your fingerprints, every client’s financial plan should be unique to that individual. Where most firms have a one size fits all approach, we tailor a comprehensive financial plan based on your needs and goals. Every client will have a personalized financial plan based on their own needs and goals.
THE REDFISH DIFFERENCE
At Redfish Capital we are committed to the highest level of customer service and open communication.Every client will have a personalized financial plan based on their unique set of needs and goals. We take a team approach, surrounding you with specialists. We will do our utmost to earn your confidence that is invested wisely, that is faithfully monitored, and scrutinized on a steady basis to confirm that we are on track in meeting those stated objectives.
- That's our commitment to you.
Home and Auto Insurance
Powers of Attorney
Each area of your financial life is addressed by a specialist. After scrutinizing every aspect of your financial thumbprint, we come together as a team and personally design a comprehensive financial plan that is tailored just for you. We are your Redfish Capital Management Team. One client – multiple specialists.