Vice President of Corporate and Private Client Services at Ridge Planning Group Inc.
Ridge Planning Group Inc. provides financial planning services from financial growth, business solutions to retirement planning! Helping individuals, families, and businesses achieve their financial goals while using an array of products from investments to insurance portfolios. We assist our clients in developing superior managed portfolios with creative tax-assisted benefits, security, liquidity and increased potential for long-term growth. The Ridge Planning Group team consists of Senior Financial Advisors that have been in the industry for over 20 years, allowing our expertise to guide you through the many decisions you have to make as an individual or a business owner! As independent brokers, we are able to provide the best products that fit your needs.