At Ridgewood Legacy Solutions, we offer a full spectrum of life planning services designed to meet your financial and personal needs. Our expert consultations cover aging in place and universal design, ensuring your home evolves with your needs. We provide tailored life insurance solutions, long-term care insurance, fixed-income annuities, 401(k)/IRA rollovers, mortgage protection, and final expense planning. Additionally, we specialize in estate planning, charitable giving, and small business life insurance and continuation planning.

We are passionate about our work because we believe it profoundly impacts our clients' lives and their families. By combining thoughtful planning with the right financial tools, we help you embrace the future with confidence and peace of mind, making our work not just a job but a calling.

Listening First

Holistic Planning

Family-Centered Solutions

Ongoing Support

Expertise With Heart