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    • WHO WE'RE FOR
    • FAMILY WEALTH FORMULA®
    • WHO WE ARE
    • FAQs
    • [FOR CLIENTS]
    • …  
      • WHO WE'RE FOR
      • FAMILY WEALTH FORMULA®
      • WHO WE ARE
      • FAQs
      • [FOR CLIENTS]
      START PLANNING
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      All Categories - Virtual Financial Advisor for Business Owners - Certified Financial Planner™ - Investments & Financial Planning

       Legacy: I Lost My Dad, and Now That Word Means More

      Legacy: I Lost My Dad, and Now That Word Means More by Diane Pascua I recently lost my dad,...

      When Should A Business Owner Get A Financial Advisor?

      Picture this: Early one morning Caleb was sitting down in his seat on a flight from Phoenix to...

      What is the best way to donate to charity?

      Do you give tax-deductible cash gifts to charities and want to do that even more efficiently to...

      How Business Owners Can Get the Most from a Virtual Financial Advisor for Private Wealth Management

      Today, we'll discuss working with a virtual financial advisor and how to get the most value from...

      What's Most Important About My 401(k)?

      If you are working and earning income right now, we want to share with you what we think is the...

      What is EBITDA and Why Is It Important for Business Owners?

      A number of our clients have sold all or portions of their business to private equity groups,...

      Should I invest Roth or pre-tax in my 401(k)?

      When it comes to making decisions about your 401k, one of the biggest questions you may face is...

      How Do I Choose My 401(k) Investments?

      Are you new to 401(k)s? We’d like to simplify how you choose the investments in your 401(k),...

      What Personal Accounts Should a Business Owner Consider?

      There are seven types of personal financial accounts every growing, profitable business owner...

      As a business owner, when should I start a 401(k) plan?

      One of the common questions we receive is whether our clients should provide a 401k to their...

      Four Purposes of Business

      Do you feel a sense of PROGRESS but not PURPOSE in your business or work? Do you notice a fading...

      The Essential Checklist for This Year And Every Year So The Right People Get Your Money When You Die

      Is there anything more painfully dry and somber than updating the beneficiary designations for...

        Why Personal Financial Planning is a Crucial Bedrock of Leadership

      For leaders, a defined process of Personal Financial Planning is crucial to their influence—and...

      The Donor-Advised Fund: A Modern Tool for Smarter Giving

      Most families support 501(c)(3) charities by giving cash to advance the purpose and mission of...

      A Five-Point Checklist for Business Owners to Declare War on Income Taxes

      Business owners with a high income possess significant tax saving and financial planning tools....
      • WEALTH MANAGEMENT & TAX STRATEGY

         

      •  Legacy: I Lost My Dad, and Now That Word Means More

        When Should A Business Owner Get A Financial Advisor?

        What is the best way to donate to charity?

        How Business Owners Can Get the Most from a Virtual Financial Advisor...

        What's Most Important About My 401(k)?

        What is EBITDA and Why Is It Important for Business Owners?

        Should I invest Roth or pre-tax in my 401(k)?

        How Do I Choose My 401(k) Investments?

        What Personal Accounts Should a Business Owner Consider?

        As a business owner, when should I start a 401(k) plan?

        Four Purposes of Business

        The Essential Checklist for This Year And Every Year So The Right People...

          Why Personal Financial Planning is a Crucial Bedrock of Leadershi...

        The Donor-Advised Fund: A Modern Tool for Smarter Giving

        A Five-Point Checklist for Business Owners to Declare War on Income ...

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      Investment advisory services offered through Ridgeline Private Wealth, a registered investment adviser. Investment adviser representatives of Ridgeline Private Wealth may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or an exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Caleb Huftalin at 480.779.0127. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Ridgeline Private Wealth and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. The inclusion of any link is not an endorsement of any products or services by Ridgeline Private Wealth. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Ridgeline Private Wealth, nor any agency, officer, or employee of Ridgeline Private Wealth, warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk. Google uses a five-star rating scale to rank businesses based on performance. Business reviews are graded from one star (Poor Service) to five stars (Excellent Service). Google uses a proprietary algorithm to average the reviews together to determine an overall star rating. Google’s five-star rating is subjective and based on the Client’s experience. Client testimonials, statements, opinions, and/or likes herein were solicited and are non-representative of all Ridgeline Private Wealth clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services. © 2022-2024 ADV Part 3: Form CRS

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