MENU
MENU
×

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

Once we understand your specific financial needs and goals, we can draw you a map of how to get there.

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:

  • Retirement Planning

  • Individual and Family Wealth Preservation

  • Life Insurance

  • Long-Term Care

  • Business Insurance

  • Business Exit Strategies

  • Disability Insurance

Additional Areas of Focus

We also specialize in helping you with:

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.

Let's Get Started

Your Goals Are Ours

At Mountain Ridge Financial, our 3-step Circle of Wealth planning process for building a retirement income strategy gives you a firm foundation for pursuing your goals. From life insurance to Social Security strategies, we’ll help ensure the different areas of your financial life work together for you and your loved ones.

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.

Let's Get Started

Why Work With Mountain Ridge Financial?

As an independent financial firm, our team is positioned to help you reach your financial goals.
Our clients work with us to get:

Individual Guidance

Individual Guidance

Our advisors put your best interest at the forefront of all we do.

Wide Product Selection

Wide Product Selection

As an independent firm, we have access to a wide selection of insurance products, rather than being limited to one big-box company’s suite of products.

Experience

Experience

Through the ever-changing economic environment, we've helped our clients stay on track for retirement.

How can we help you?

Attend an Event
Talk 1-On-1
Call Now Button