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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 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!
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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
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
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.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.