Services

 
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Great For Clients Who Are Interested In:

  • Consolidating their finances into one comprehensive plan

  • Short term engagement, typically 3-4 month from start to finish

  • Funding a future goal such as a home purchase or child's college education

  • Reorganizing their financial life after a major life event

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Great For Clients Who Are Interested In:

  • Planning for their retirement in 5-10 years

  • Hiring an advisor for 5+ years

  • Reducing the risk of running out of money in retirement when you no longer have a paycheck

  • Professional management of their career and retirement assets.

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Great For Clients Who Are Interested In:

  • Transferring wealth to the next generation

  • Hiring a family advisor for 10+ years to also work with children and other beneficiaries.

  • Protecting their assets from unnecessary penalties and taxation

  • Planning for health care cost and distribution strategies

*   Investment fees are tiered and are determined by total assets under management. 

**  A.U.M.- Assets Under Management- is the total market value of the investments that our firm will handle on the behalf of the investor.

Brokerage Account

Individual/Joint taxable account

​Flexible investment options that allows you to add and withdraw funds whenever you wish.

Consider this if:

  • You want to supplement your retirement contributions

  • You need to fund a future expense.

  • Looking to balance our your retirement portfolio at your employer

Traditional IRA

Retirement Account

Contribute funds that may be tax-deductible and plan to pay taxes on your withdrawals in retirement.

 

Consider this if:

 

  • You think your tax rate will be lower once you reach retirement.

  • You have maxed out your 401k/403b retirement accounts.

  • You are no longer with your employer and need to another tax-deferred account to roll it into.

Roth IRA

Retirement Account

If eligible, contribute after-tax dollars, and potentially get tax-fee distributions later.

 

Consider this if:

  • Your tax rate with be the same or higher in retirement

  • You are willing to postpone current year deductions for potential tax free withdrawals

  • You want to perform an IRA, Roth conversion

 

Do you want to build generational wealth?

We are going to share:

A little known warning from Jesus about the dangers of not investing and how to protect your retirement.

Proven strategies on what to consider when preparing to transfer your wealth to the next generation.

PLUS 4 bonus articles on how to reduce financial stress, manage debt, and tips on how to choose a trusted advisor.

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How we help Christians retire happy...

How we prepare you for retirement (video)

How we help you navigate through volatile markets (video)

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A.B. Ridgeway

Christian Financial Advisor