This post was most recently updated on March 25th, 2023
It’s never too soon to start saving and planning.
On Halloween morning in 1992, Keith Gebert’s father, who worked in construction, suffered a major accident. He was in a coma for three months, leaving his family terrified of losing their loved one – and terrified of how they were going to pay their bills.
“At any given moment, something unexpected can strike,” Keith says somberly. “Without the proper planning to protect your assets and your hard-earned money, you could be left in a very scary situation – as my family was.”
As the founder of RightBridge Financial Group, Keith feels that the approach to wealth management is centered around the idea that each client – each life – is unique and requires an individualized plan. The experienced financial advisors at RightBridge work closely with clients to develop a customized strategy that meets their specific needs and financial goals through all of life’s journeys.
“Our focus is proactive wealth management,” Keith shares. “We’re constantly keeping a watchful eye on market trends, investment opportunities, and potential risks. Our aim is to assist clients in making informed decisions that align with their financial objectives, resulting in the creation of a well-diversified portfolio that can withstand market volatility. This is how to navigate the unforeseen storms that arise. You can’t tell the future, but you can plan for it.”
In addition to investment management, RightBridge also offers a comprehensive range of wealth management services, including tax planning, insurance analysis, and estate planning. The goal is to help clients protect and grow their wealth, reduce tax exposure, and ensure that their assets are passed onto future generations in a manner consistent with their values and goals.
At RightBridge Financial Group, the belief in the power of personalized wealth management drives their commitment to help clients achieve their financial goals.
RightBridge Founder Keith Gebert
Maximize retirement income & create a comprehensive retirement plan.
“We understand that retirement planning is a complex and ever-changing process,” Keith affirms. “That’s why we take a personalized approach to help you achieve your unique retirement goals. Our team of experienced financial advisors will work with you to create a customized plan that takes into account your current financial situation, risk tolerance, investment goals, and future aspirations.”
From clients who are just starting to think about retirement to those who are already retired and looking to make the most of their savings, RightBridge can create an action plan to fit the situation.
Diversify investments & manage risk.
At RightBridge Financial Group, the first step in the wealth management process is to align portfolio allocations with each client’s individual risk tolerance while keeping each client’s portfolio as diverse as possible. This helps ensure that clients are comfortable with the investment choices being made on their behalf.
“Diversifying helps spread out your investments across different asset classes, industries, and geographies, reducing the impact of potential losses in one area on your overall portfolio,” Keith reveals. “By having a diverse mix of investments, you can potentially lower your risk and increase your chances of weathering market fluctuations and achieving your long-term financial goals.”
Once the portfolio is established, the team at RightBridge continuously monitors and reviews the investments to ensure that they are performing as expected. If changes are necessary, the team will assess the situation and make any necessary adjustments to ensure that the portfolio remains aligned with the client’s goals and risk tolerance.
This proactive approach to wealth management is what sets RightBridge Financial Group apart. By keeping a close eye on the portfolio and making adjustments as needed, they are able to help clients achieve their financial goals and maintain a sense of comfort and confidence in their wealth management choices.
Plan your financial future.
The RightBridge team will acquire a comprehensive understanding of your financial goals and current financial situation. With this information, these financial advisors can make personalized recommendations and help create a plan that is tailored to your unique needs and aspirations.
There are often multiple paths to achieving your financial goals, and the team at RightBridge is committed to helping you discover the pros and cons of each option. RightBridge can assist with growing your wealth, reducing your tax exposure, or ensuring a secure financial future for yourself and your loved ones. Keith Gebert and his team will work with you to develop a comprehensive wealth management plan that is designed to help you achieve your objectives.
By taking a personalized approach to wealth management, the team at RightBridge Financial Group is dedicated to helping you build a brighter financial future. The journey towards financial security and prosperity starts now – it’s never too late to start planning and making adjustments to your financial life.
Envision your legacy
Legacy planning is a critical component of overall wealth management and can often involve complex and emotional decisions. “If you’re looking to leave your assets to your heirs, a charity, or are in the process of developing a business succession plan, we can help you design a strategy that aligns with your goals and values,” Keith promises. “We will take the time to understand your unique situation, listen to your concerns, and provide guidance and support as you navigate this process.”
The team at RightBridge is dedicated to helping you preserve and pass on your wealth in a manner that is consistent with your values and goals. They will work with you to develop a legacy plan that takes into account your estate planning needs, tax considerations, and wealth transfer strategies.
At RightBridge Financial Group, the goal is to help you leave a lasting legacy that reflects your values and supports your loved ones for generations to come. Website: https://www.rightbridgefinancial.com/