Ridge Financial Planning

Ridge Financial Planning About Ridge Financial Planning

Heidi Elick, has been in the financial industry for over 24 years and owns Ridge Financial Planning in Paradise, CA.

Her integrity, competency, professional training, experience and skills are exemplary and those alone make her a stand out in the profession. But what makes Heidi truly stand apart is her commitment to her clients. Heidi works closely with each client to understand their financial goals. Her certification as a Behavioral Financial Advisor means she can guide her clients through the often-emotional

issues related to money and investing while helping them develop clear and practical goals for the future. She helps her clients identify their comfort with risk as well as personal characteristics which might affect their financial decision making and investment strategies. CA Insurance Lic Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer member FINRA/SIPC. Advisory Services offered through Cooper McManus, a SEC Registered Investment Advisory Firm. Ridge Financial Planning, Cambridge Investment Research and Cooper McManus are separate companies. Please view our website for disclosures: www.ridgefinancialplanning.com

Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
06/24/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
06/22/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs...
06/19/2026

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

Find out how large your emergency fund should be based on your monthly expenses.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
06/17/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

As complex as the details of taxes can be, the income tax process is fairly straightforward.
06/15/2026

As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

If you'd like to participate in emerging markets, what are your options?
06/12/2026

If you'd like to participate in emerging markets, what are your options?

What are your options for investing in emerging markets?

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
06/10/2026

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, cost...
06/08/2026

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

How Medicare can address health care needs in your retirement strategy.

06/05/2026

Business owners should consider a succession plan sooner rather than later.

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
06/03/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Address

6779 Skyway
Ste. A, CA
95969

Opening Hours

Monday 10am - 4pm

Telephone

+15307627211

Website

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