Individuals & Families

Comprehensive, compassionate. Your financial management should grow with you.

These services cover the common ways we seek to add value to your life, but our service doesn’t stop there. We’re your trusted partner and steady hand. We advise when you seek guidance, and simply listen when you need support.

Investment Management

Investment Management

Your assets are important to your financial success. With our guidance, you will have a comprehensive investment strategy managed by professionals. We will meet regularly to go over progress and review priorities as you grow forward. We are always watchful over what is important to you.

Retirement Planning

Retirement Planning

Whether you’ve been saving aggressively or focused on other goals, we’ll help you look ahead.

  • Decide when to retire.
  • Explore ways to help stretch your resources.
  • Plan for the unknown.
Insurance Planning

Insurance Planning

Insurance can be a great way to prepare for the unknown and can help mitigate gaps in your plan. We’ll identify those gaps at each life stage, and bring you options that help you make sure you’re covered.

Tax Planning

Tax Planning

Reducing your tax burden can help with any financial goal. We’ll look for strategies to help you be efficient and effective as you:

  • Save for college.
  • Save for or sell a home.
  • Save for retirement.
  • Adjust your portfolio to your current needs.
  • Pass wealth to the next generation.
  • Give to organizations and causes.
Generational Strategies

Generational Strategies

Setting loved ones up with a legacy is a rewarding goal for many of our clients. Learn how it can fit in your financial plan as we work to help you:

  • Allocate your resources between loved ones.
  • Prepare the recipients to be responsible stewards.
  • Make these gifts tax-efficient.
Estate Planning

Estate Planning

Estate planning is a gift you can give your loved ones. Your estate plan lays out decisions for how to use your resources ahead of time so everything is clear, even if you’re not around or no longer able to make decisions. Spring Ridge makes these conversations safe and comfortable.

  • Choose your beneficiaries.
  • Explore ways to reduce taxes on what they receive.
  • Support the causes you care about.
  • Protect your family from burden and conflict.

 

Spring Ridge Financial Group, LLC does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.

Steady guidance, now and always.

When life happens, we’re a phone call away.

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