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

We want to be the last advisors you'll ever need.

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.

Your Goals Are Ours

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.

Why Work With Mountain Ridge Financial?

As an independent financial firm, our team is positioned to help you reach your financial goals.