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Understanding Today’s Financial Environment
Welcome to Lake Ridge Financial – Your Partner in Financial Confidence
At Lake Ridge Financial, we know that planning for the future can feel overwhelming—but you don’t have to do it alone. Serving Dane, Rock, and Sauk County, we’re here to help you navigate the financial journey with clarity and confidence.
Whether you're preparing for retirement, saving for college, or developing an estate strategy, we take a personalized approach to align with your needs, goals, and aspirations.
With year of experience in financial services, our professionals are committed to guiding you through life’s financial decisions—today, tomorrow, and for years to come. Let’s build a strategy that works for you, every step of the way.
We look forward to working with you! 
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We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.
Helpful Content
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.