SB Financial Services

Lake Ridge Financial is a trusted financial planning organization serving individuals in Dane, Rock, and Sauk Counties. We understand that navigating the complexities of personal finances can be overwhelming, and our experienced team is dedicated to providing personalized guidance and tailored strategies to help you achieve your financial goals.

Our Mission

Our mission is to empower individuals to make informed financial decisions by offering comprehensive services and fostering open communication. We believe in building lasting relationships with our clients and guiding them through every step of their financial journey.

Our Services

We offer a wide range of services to meet your diverse financial needs, including:

Investments

• Smart investing strategies for growth, retirement, and beyond
• Comprehensive portfolio review and analysis
• Guided portfolio allocation based on your risk tolerance and goals

Retirement Planning

• Comprehensive analysis of potential retirement income sources
• Personalized retirement planning and goal setting
• Strategies for maximizing retirement accounts and contributions

Insurance Planning

• Review of your existing insurance coverage
• Identification of any potential gaps in protection
• Development of a customized insurance strategy to address your unique needs

Financial Planning

• Goal-oriented planning to address specific financial aspirations
• Development of a comprehensive financial plan that aligns with your values and aspirations

Our Commitment

At Lake Ridge Financial, we are committed to:

• Client-centered approach: We prioritize your needs and goals in every interaction.
• Transparency: We provide clear and concise explanations of all aspects of your financial plan.
• Accessibility: We are dedicated to open communication and readily available to address your questions and concerns.

Experience and Expertise

Our team of financial professionals possesses extensive experience and expertise in various financial planning areas. They are passionate about helping clients achieve financial success and security.

Partner with Lake Ridge Financial today and take charge of your financial future!