Investment management is critical to your success but financial planning is at the core of the services Ridgeview Financial Planning offers. It's a cliche, but you wouldn't begin a long journey without a map, right? So it only makes sense that I'll work with you to develop an understanding of your goals before I make investment recommendations. This way a collection of investments becomes a portfolio where each investment has its place and all are working together to achieve your goals.
I can work with you by assessing a percentage fee based on the assets I'd be managing for you or by hourly fee. If an ongoing percentage is the best fit for you, then I'll fully explain how that works. If hourly is best, then I'll provide you with a quote in advance. I can help guide you to which might be best. Either way the fee will be transparent.
The recommendations provided to you will be in writing and I'll go over everything with you. You'll receive clear, actionable advice, that could cover single topics like "When should I take Social Security?" or "How can I convert my IRA balances to a Roth?" Or we could work on a full financial plan spanning your entire financial situation, from retirement planning, investment planning, to insurance and estate planning.