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Wallace Smith - ChFC®

When the Paychecks Stop... Retirement Income Begins™

Request your FREE Retirement Income Guide beginning with Social Security Decisions and Personal Retirement Review today!

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At Ridgegate Financial, we are all about your Purpose

Whether you are getting ready to retire, or already enjoying retirement, our team at Ridgegate Financial can help you determine a strategy appropriate to support your Purpose in retirement.


What is your Purpose in retirement?

Help us to understand your Purpose in retirement, so we can help you with the Planning to support it, and a Portfolio to get it done.


As one of the first firms to see the power and potential of Riskalyze, we use the software to help define your goals, expectations, risk tolerance, and possible shortcomings of your current financial situation.


Have Questions?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

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