Reviews for RidgeBrooke Tax & Retirement Planning

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Apr 2017
I have known Alan and Kimberly for over 20 years. Their character and integrity has been an example to me. They work hard to provide excellent service to their clients. I have the utmost respect for them and would recommend them for financial planning.

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From RidgeBrooke Tax & Retirement Planning

As financial & tax planners we provide a tax– smart approach in future planning for retirees and pre-retirees that is often missing in traditional retirement planning. We go to work with you to UNIFY, OPTIMIZE and SIMPLIFY your retirement plan. Coordinating each retirement concern with transparency, we seek to show you the big picture clearly so you can see which steps could make a meaningful difference in your future. Our mission is to help you find the freedom to live a WORK-OPTIONAL Lifestyle.