Investments
Retirement
Insurance
Contact Us
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 years 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!
Contact Us
Download Our Free App
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
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.
Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
View all articles 
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
View all calculators
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.