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.

Ben Franklin used compound interest to make big contributions to his two favorite cities.
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Ben Franklin used compound interest to make big contributions to his two favorite cities.

Learn how to harness the power of compound interest for your investments.

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Learn how insurance deductibles work, and how they can help you save money.

Thinking of volunteering in retirement? Some considerations.
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Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
05/25/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

Explore how inflation has affected purchasing power over the decades with this historical tool.
05/22/2026

Explore how inflation has affected purchasing power over the decades with this historical tool.

See how the purchasing power of a dollar has changed over time due to inflation.

Considering alternative investments? It’s critical to sort through the complexity.
05/20/2026

Considering alternative investments? It’s critical to sort through the complexity.

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your t...
05/18/2026

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your timeline and total interest paid.

See how extra payments toward your student loans could shorten your payoff timeline.

FDIC insurance was designed to protect your deposited funds, but do you know how?
05/15/2026

FDIC insurance was designed to protect your deposited funds, but do you know how?

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Do your kids have the right stuff for college?
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Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio...
05/11/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Address

6779 Skyway
Ste. A, CA
95969

Opening Hours

Monday 10am - 4pm

Telephone

+15307627211

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