By taking a comprehensive approach to planning, Partridge Financial excels at helping clients achieve security, one family at a time. The people they work with are looking for a partner to help them feel confident in their financial picture. Partridge Financial helps these families and small businesses navigate the increasing complexity surrounding financial security.
The company focuses on five areas: investment strategy, insurance and risk management, estate planning and advance directives, tax planning at every level, and retirement income planning.
For people to achieve retirement, they need to be diligent about managing their money now, while keeping what’s ahead in mind. “Is your money going to outlive you, or are you going to outlive your money?” says owner Jeff Partridge. “We are living longer and retirement could last as many years as you were working. You need a plan for this stage in life.”
Partridge opened his Rapid City office in 2007, adding a second location in Spearfish in 2020.
People are also reading…
“When the recession hit in 2008, it was a challenging time for us because most people were operating in protective mode,” he recalls.
Although some customers only wanted to talk about investments or tax preparation, Partridge and his team weathered the economic storm by staying true to their mission of providing comprehensive financial services with the aid of easily understandable, concise and useful materials.
“Oftentimes, financial planners give you an elaborate binder that you might glance through once, put on a shelf and never look at again,” Partridge says. “We want you to actually use ours. I love to see coffee rings on it, scribbles in the margins and different colored highlights. That, to me, means it’s a useful document to help people understand what they own and why they own it. That educational component goes a long way toward creating financial security.”
Partridge’s acumen and experience are not only proving beneficial for clients, but for the state of South Dakota as well. When the Bureau of Finance and Management commissioner announced her departure, Governor Kristi Noem tapped Partridge to assist with budget planning during the current legislative session. Partridge’s responsibilities in this role include communicating the governor’s budget priorities, assimilating data and collaborating with legislators.
“I served on the appropriations committee for six years, then in 2021, the governor appointed me to our board of regents,” Partridge says. “This new opportunity is quite an honor.”
Lest customers worry about Partridge’s absence in the office over the next few months, he assures them that the Partridge Financial staff is fully qualified and competent to continue the high level of service he’s worked hard to establish.
“My management approach, both at Partridge and at the BFM, is to give people autonomy to succeed,” he mentions. “I want team members to work independently, but also to have the support they need to thrive.”
Looking toward the future, Partridge hopes for continued conservative growth through his company’s comprehensive approach to financial planning.
“I want to be your personal CFO, to fully understand what your goals are,” he explains. “We can’t wave a magic wand and control the market, but we can help you feel much more secure about the financial decisions you make.”
With offices in Rapid City and Spearfish, South Dakota, Partridge Financial has been providing comprehensive financial planning services for clients since 2007. For more information or to schedule a consultation, call 605.791.7278 or visit partridgefinancial.com.