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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
Rightsizing for Retirement
What does your home really cost?
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Healthcare Costs That Catch Retirees Off Guard
An article on three healthcare costs that often catch retirees off guard.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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.
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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Saving for College 101
Here's a crash course on saving for college.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Retirement Redefined
Around the country, attitudes about retirement are shifting.