For Individuals

With an advisory relationship with our team, rather than paying per transaction, you only pay an annual fee (usually a percentage of assets under management) on the services and investment advice you receive. Because the fee is a percentage of your overall account value, your advisor’s compensation rises and falls with your account value. This means that you and your advisor share a common goal making the relationship a true partnership for success.

At Ridgetown Investments, we know that finances play a part in every facet of your life. Our financial planning services collaborates with you, your accountant, your attorney, and others to ensure that we provide a comprehensive plan up to and through retirement.

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family’s financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. A comprehensive estate plan is a critical part of your overall financial plan. LPL Financial nor its advisors offer specific legal advice.

We all have dreams of a comfortable retirement. But realizing those dreams take foresight, planning, and a serious investment into the future. At Ridgetown Investments, we help you clarify your goals and create, implement, and pursue those goals so you can indeed work toward the successful retirement you are looking forward to.

At Ridgetown Investments your unique goals are always our focus. Our strategies may even include leveraging assets towards your financial estate. It is our mission to help reduce your financial burden and ensure that your children and grandchildren enjoy the fruits of your labor for many years to come.

Calculating the income that you want or need for retirement often requires the use of complex algorithms. At Ridgetown Investments, we are here to help you navigate those difficult waters and find strategies striving to stretch every dollar a bit further.

As the cost of college tuition continues to increase, finding better ways to save are crucial to meeting your goals. Luckily, there are many college savings vehicles to consider, and we can help you find the suitable one to build a saving strategy based on your unique finances.

Insurance is a tried and true strategy to help protect your family and your future if a tragedy were to occur. At Ridgetown Investments, we offer Life, Disability and Long-term Care insurance to help minimize any financial impact on your family.