About

Why Choose Us

Here's a sample of some services offered:

Financial Planning

  • Retirement Planning - Can you retire when you want to? How much will it cost and is the plan sustainable?
  • Education Planning - Will it be a out-of-state private university or local community college? What's feasible?
  • Required Rate of Return - How hard does your money need to work for you? How much risk do you need to take, and how much can you handle?
  • Insurance Planning - I'll give you the best life, disability, and long-term care insurance advice without pushing products.
  • Tax Planning - There's asset allocation and then there's asset location. How can both work for you?
  • Coordinating With Your Other Advisors - Shouldn't your tax, legal, and financial advisors all be on the same page? Of course! So I help with that.

Investment Management

  • Asset Allocation Plan - I'll work with you to determine what kind of portfolio allocation is best.
  • Portfolio Review - I'll look at your current investments and make recommendations to align your portfolio with your goals.
  • Portfolio Management & Rebalancing - I'll construct a high quality, low cost portfolio for you and then keep it balanced to your allocation plan.
  • Quality & Cost - I'll maintain your portfolio to ensure quality remains high and costs remain low. 
  • Take a look at "Investment Management" in the Our Services tab to learn more about investment management at Ridgeview Financial Planning.

What You Can Expect 

  • Transparency - Ridgeview Financial Planning is a fee-only firm so you'll know exactly what the services will cost, no surprises. All of my recommendations will be in writing. Any conflicts of interest will be disclosed.
  • Accountability - I work for you, not a brokerage firm, so my loyalty to you is undivided. I'm held to the fiduciary standard, higher than "brokers" and other investment salespersons.  
  • Education - Whether it's about today's market activity, Federal Reserve policy, or whether or not you should pay off your mortgage, I love answering your questions. I want you to be as market-savvy as you want to be, and want to help get you there.
  • Open Communication - In person at your home or office, or via phone, email, or web conference, I'll be available for regular review meetings and one-off questions. 

Financial Planning

Can you afford to retire when you want to? Are you maximizing your
Social Security benefits? Are you confident in your financial plan?

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Phone:
    (707) 800-6050
  • E-Mail:
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  • Let's Begin:

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