My name is Robert Eldridge and I’m an Insurance Consultant/Broker and I have 20+ years in the financial and insurance industries.  

We work on a CPA Team-Based or Family Office model.

702.749.4369 or Booking Calendar: 

Advance Tax & Business Planning Process
Advance Tax Planning for High Net worth Families
Annuities
All Life Insurance
Asset Protection and International Taxation
Business Consulting
Business Evaluations with BizEquity
Captive Insurance Company (Creation)- Liability, Workers Comp., and Health Insurance
Charitable LLC
College Planning
Conservation Easements
Cost Remediation
Cost Segregation
CPA’s
Employee Stock Ownership Plans
Estate Planning Laws, Wills, and Trusts
Executive & Deferred Compensation
Finance Consulting
Fully Insured Qualified Plans
Health Insurance
Healthcare Consulting
Long Term Care Insurance
Medicare: Advantage & Supplements
Nonprofit Consulting
Premium Financing
Retirement Planning
Small Business Financing
Tax Consulting
Wealth Management

Shoot me a message, Let’s Chat!

Booking Calendar: 

robert@montridgeinsurance.com
1.800.643.7544

Robert Eldridge is not an Attorney, CPA, or Stock Broker. Robert works using the CPA Team-Based Model and has a relationship with a Tax Law Firm.