We offer a straight forward approach to building financial strategies focused around you, your circumstances and objectives. Our team takes time to understand your needs, explain different options to you; with the goal of earning your trust before offering possible solutions.
No matter what financial circumstances you are in, our Financial Services Representatives are here to help protect you and your family through the ins and outs of life’s many changing events. Whatever your unique situation, we have a financial solution designed to help.
TriBridge Partners can help you prepare for the unexpected and guide you through the steps for the future.
- Family & Life Changes
- Being prepared for the future
- Unexpected Hardships
- Wealth Accumulation
Products and Services:
- Life Insurance
- Disability Income Insurance
- Long Term Care Insurance
About our designations:
As a team of specialists, we have earned a number of retirement specific designations. Here is a description of each:
Advanced Certificate in Family Business Advising (ACFBA): designation is issued by FFI; by completing courses in Family Governance in the Family Enterprise and Tools for Positive Change in Family Business Systems.
Accredited Investment Fiduciary® (AIF®) designees have the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures. The AIF Designation Training and designation help mitigate this liability with instruction covering pertinent legislation and best practices.
The C(k)P® Certified 401(k) Professional Designation represents the pinnacle of achievement for the professional Retirement Plan Advisor, recognizing a combination of substantial practical retirement plan management experience, and the completion of a comprehensive and highly specialized educational program. To earn the right to use the C(k)P® designation requires more than just academic aptitude. A financial professional must have demonstrated real world application of the core competencies taught in the classroom.
The Certified Financial Planner, CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
Chartered Financial Consultant – ChFC: A professional designation representing completion of a comprehensive course consisting of financial education, examinations and practical experience. Chartered Financial Consultant designations are granted by The American College upon completion those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
CLTC stands for “Certified in Long-Term Care,” a designation granted by the Corporation for Long-Term Care Certification. CLTC graduates have completed a rigorous multidisciplinary course that focuses on the profession of long-term care planning.
The Chartered Life Underwriter (CLU) designation is the oldest financial credential in existence. CLUs are thoroughly trained to more effectively handle complex transactions related to business and estate planning.
The Juris Doctor degree (J.D. or JD), also known as the Doctor of Jurisprudence degree, is a graduate entry professional degree in law.