Build Wealth & Improve Tax Efficiency
About Us
Briddell Capital Group is a boutique Business Advisory firm with a heavy emphasis on qualified planning. Focusing on building, protecting, and preserving businesses in a tax efficient manner by implementing insurance and investment solutions for group benefits, retirement plans, investment planning, business succession and estate planning. We strive to help business owners have a better understanding of the true value of their business so they can prepare for the different opportunities and obstacles they may face.
business planning
Business Valuation
Succession & Exit Strategies
Executive Benefits
Employee Benefits
Qualified Plans
Key Employee Retention
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Personal planning
Life Insurance
Disability Income Insurance
Investments
Trust Services
Individual Retirement Accounts
Families With Special Needs
Long Term Care
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Medical
prOfessionals
Protect Your Specialty
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Our team of experts specialize in finding the right contract for our physician clients based on specialties, gender, discounts available and more.
Profesional
Athletes
As a professional athlete, you have a unique set of skills, traditionally high incomes, and often, a large risk of injury. Our process is simple to understand. We’ll help you protect and grow your wealth.