Concerned About Providing For Yourself and Your Family?
We’re here to help protect you and your loved ones today, tomorrow and beyond.
What We Offer:
Maybe you did a good job building your nest egg but aren’t sure how to turn it into predictable income. Perhaps life happened, and now you need to play catch-up with your savings. Or maybe you just want to ensure you leave a legacy, not unexpected tax liabilities.
Whatever your situation, our team of financial professionals can design a strategy that can help you be financially confident in any economy. We offer comprehensive services in these areas:
Additional Areas of Focus:
Social Security Planning
Social Security is a key component of virtually everyone’s retirement plan. As a National Social Security Advisor (NSSA®), Mountain Ridge Financial co-founder Roger Webb is uniquely qualified to help enhance your retirement confidence and security by maximizing your Social Security benefits. The NSSA® Certificate Program is a nationally recognized standard of competent and ethical Social Security planning, education and training, enabling Roger to walk you through a host of issues to help make the most of your benefit.
Medicare Planning
You probably know that you become eligible for Medicare when you turn 65, but some will tell you that’s the only thing easy to understand about the federal government’s health insurance program for seniors. Our professionals are experienced at breaking down all parts of Medicare — Parts A, B, C (Medicare Advantage) and D (prescription drugs) as well as supplemental plans — and guiding you to select a coverage plan best suited to your specific needs.
Retirement Income Strategies
As important as Social Security is to your financial strategy, it isn’t sufficient on its own. You need a sound plan for replacing those paychecks that have been hitting the bank every week or two for the past 30, 40 or even 50 years. We can help you create the reliable retirement income you need by helping you select the best pension plan, identify a mix of appropriate insurance and financial products and develop tax-efficient withdrawal strategies.
Your Goals Are Ours
Maybe you did a good job building your nest egg but aren’t sure how to turn it into predictable income. Perhaps life happened, and now you need to play catch-up with your savings. Or maybe you just want to ensure you leave a legacy, not unexpected tax liabilities.
STEP 1: Explore
Schedule a meeting to sit down with us where we’ll learn what’s most important to you and review your current financial situation.
STEP 2: Evaluate
Based on what we learn in the Discovery phase, we’ll examine your current financial situation and determine your retirement income needs.
STEP 3: Create
Receive a customized strategy to help you reach your unique retirement income goals.
How Can We Help You?
We're Here to Help.
Have a concern about your financial future? Reach out to us to get the answers you need.
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Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied. We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
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