Your IRA Rollover Specialist
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Working independently, as well as in a team, our dedicated owners and affiliates provide many unique strategies that combine their collective expertise. Our groups varied backgrounds and disciplines come together to fit the needs of our clients and their families. Several of the partners have the Certified Financial Planner-CFP™ designations, one is a Certified Fund Specialist and one is a Certified Estate Advisor-CEA. Together with a strong strategic alliance with a local Certified Public Accountant-CPA we are able to work together to provide strategies to improve our clients financial lives. In our ever-changing economic environment and with continuously changing tax laws, the team at Re-Direct helps keep our clients up-to-date on the changes that directly affect them. Our partners each have an average of 20+ years of industry experience and work closely helping our clients find the products and services needed to grow, shelter and protect their assets. Our teams knowledge base is an asset to every client we serve. The various strategies we implement will provide a lifetime of support and counsel in many areas of finance... |
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