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Products & Services

Lake Ridge Financial provides assistance in the following areas:

Financial Planning

  • Net Worth Statements, Insurance Evaluation, Tax Considerations, Investment Review, Asset Allocation Plans, Estate Planning Strategies

Managed Accounts

  • Discretionary Portfolios

Investment Vehicles

  • Stocks, Bonds, Mutual Funds, Exchange-Traded Funds, CD's, Fixed Annuities, Variable Annuities
  • Alternate Investments (limited to qualified investors): Managed Futures, Real Estate Investment Trusts (REITs)


  • Life
  • Long-Term Care

Non-Qualified Investments

  • Trust, Individual, Joint, Transfer of Death (TOD), Joint TOD's

Cash Management

  • Automatic Deposit
  • Systematic Withdrawals

Qualified Investments

  • Retirement Plans: IRA's, Roth's, SEP's, SIMPLE's, 403(b)s, 401(k)s, Profit Sharing, Money Purchase and Defined Benefit Plans

Education Investments

  • 529 Plans, Coverdell Savings Accounts, UTMA's

GWP (Guided Wealth Portfolios)

  • A Digital Investing Option