Financial Products & Services Provided

How We Work

Regardless of your stage in life, your income or your goals, we believe you need a plan to help you manage your finances. Short-term goals, long-term aspirations, daily expenses and insurance may all come into play. How do you get it all under control? At Cedar Ridge Wealth Management Group, we focus on investments, insurance and comprehensive financial planning. Whether you have one simple need or would like an overall evaluation, we strive to help.

Call us today at 651-200-4144 or send us an email to schedule a no-obligation consultation to learn how we can start you down the path towards your financial goals.

Individual & Business Retirement Plans

  • Traditional and Roth IRA
  • IRA Transition Assistance
  • 401(k)/Profit Sharing Plans
  • 457 Plans
  • 403(b)/TSA Plans
  • Simple IRA
  • SEP (Simplified Employee Pension Plans)
  • Payroll Deduction IRA Plans


Mutual Funds

529 College Savings Plans

Coverdell Education Savings Accounts

Variable & Fixed Annuities




Financial Services

Financial Independence (Retirement)

Survivor Income Needs

Education Funding

Asset Allocation

Income Tax Strategies

Long-Term Care

Investment Planning Services

Estate Planning Strategies

Wealth Forecasting Strategies

Business Planning Strategies



Long Term Care



Medicare Supplements

Income Annuities

Death Benefit Annuities

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.   |  651-200-4144