Services Offered
Services Offered
We develop your comprehensive financial program step-by-step ensuring you understand each and every facet so that you can feel comfortable and confident in your strategy.
Based on your established goals, we can apply any of the below strategies striving to help you succeed.
For Individuals
- Investment Advisory Services through ICA Group Wealth Management LLC
- Financial Planning through LPL Financial
- Estate Planning Strategies
- Retirement Planning
- Business Planning
- Retirement Income Solutions
- College Education Funding
- Life, Disability & Long-Term Care Insurance
For Business Owners
- Business Planning
- Deferred Compensation & Profit-Sharing Programs
- 401(k), 403(b), SIMPLE IRA & Retirement Plan Reviews
- Key Person Insurance
- Business Succession Planning
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
info@ridgeinv.com | (616) 606-9100