Broker Check

Financial Products & Services Provided

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.

Fee-based Asset Allocation Programs

  • Managed Allocation Portfolios
  • Strategic Portfolio Allocation 

Individual & Business Retirement Plans

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

Investments

  • Mutual Funds
  • 529 College Savings Plans
  • Coverdell Education Savings Accounts
  • Variable & Fixed Annuities
  • Stocks
  • Bonds
  • ETFs

Financial Planning 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

Insurance

  • Life
  • Long Term Care
  • Disability
  • Mortgage Protection
  • Business
  • Medicare Supplements
  • Income Annuties
  • Death Benefit Annuities

We also offer seminars and workshops on many of the services listed above.

Waddell & Reed offers financial planning services in its capacity as a Registered Investment Adviser. For more information request a copy of the Waddell & Reed, Inc. Financial Planning Advisory Services Brochure for a complete discussion of these services and the fees associated with them.


07/18