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No One Strategy Fits Everyone Our Team Approach An Approach Designed For You Understanding

Our Process

At Redefine Financial, we believe having an investment management team is paramount in achieving your investment objectives.  At the forefront of our approach is a team of investment managers and portfolio strategists who we believe possess credentials, research capabilities and long-standing records of success.  We hope that through closer scrutiny of our processes you will gain the comfort and confidence which comes from knowing that your investments are being guided by some of the most prominent and successful investment managers and portfolio strategists in our industry.

Our History

Years of experience have prepared us to guide you through your life transitions.

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

How We Work

Today most individuals and families fail to adequately address financial planning needs and thereby fail to attain their objectives and potential.  We feel this is due to a variety of reasons, not the least of which may be attributable to:

Analysis Paralysis ♦ Complex Economic Data ♦ Confusing Financial Tools and Resources ♦ Outdated Strategy ♦ Failure to Understand or Identify the Real Issues ♦ Fear ♦ Greed ♦ Inappropriate Solutions ♦ Information Anxiety ♦ Lack of a Clear and Definable Goal or Objective ♦ Unrealistic Expectations 

Whatever the reasons, more often than not we find the do-it-yourself financial planner either doesn't have a plan or has one that, at it's best, is fragmented and full of holes and, at it's worst, is completely counter-productive.

Our solutions may provide simplicity to your complex financial affairs thereby helping you with the likelihood of achieving your goals; allowing you the freedom to enjoy life and pursue your dreams.

Helpful Content

Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?