Shira Ridge

Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Today: 9:00 am - 5:00 pm

(415) 721-0275Call Visit WebsiteVisit Website Map & DirectionsDirections4306 Redwood HwySan Rafael, CA 94903 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Shira Ridge

Roth IRA
We believe in controlling expenses and taxable events (gains, losses, etc.). We believe that your cash flow needs and financial plan objectives guide the composition of investment portfolios (accumulation, spending, tax-sensitivity, Roth IRA’s, etc.). We believe that “beating the market” isn’t the goal – fulfilling the needs and goals of your financial plan is the objective. Our primary investment vehicles are index-style mutual funds, Exchange Traded Funds (ETF), and individual bonds or stocks, where appropriate.

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More Info

Extra Phones

Phone: (415) 721-0273

Neighborhood

North San Rafael Commercial Center

AKA

Ridge, Shira

The Shira Group

Other Link

http://www.shiraridge.com

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (415) 721-0275

Address: 4306 Redwood Hwy, San Rafael, CA 94903

Website: http://www.shiraridge.com

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Shira Ridge

Roth IRA
We believe in controlling expenses and taxable events (gains, losses, etc.). We believe that your cash flow needs and financial plan objectives guide the composition of investment portfolios (accumulation, spending, tax-sensitivity, Roth IRA’s, etc.). We believe that “beating the market” isn’t the goal – fulfilling the needs and goals of your financial plan is the objective. Our primary investment vehicles are index-style mutual funds, Exchange Traded Funds (ETF), and individual bonds or stocks, where appropriate.

Investment Management
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by Shira Ridge) or product made reference to directly or indirectly by Shira Ridge in its web site, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). The information provided should not be considered a recommendation to purchase or sell a particular security. Any specific securities identified do not represent all of the securities purchased, sold or recommended for advisory clients, and may be only a small percentage of the entire portfolio and may not remain in the portfolio at the time you read this website. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. The number and types of securities found in the index can differ greatly from that of the accounts held in the strategy shown. Investments cannot be made directly in an index.
Mutual Funds
Bonds
Wealth Management
Shira Ridge Wealth Management, (hereafter: Shira Ridge) is an SEC-registered investment adviser located in Larkspur, California. Shira Ridge and its representatives are in compliance with the current filing requirements imposed upon SEC-registered investment advisers by those states in which Shira Ridge maintains clients. Shira Ridge may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its diversified services. Accordingly, the publication of this website should not be construed by any consumer and/or prospective client as Shira Ridge’s solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the Internet. Any subsequent, direct communication by Shira Ridge with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Shira Ridge, please contact the Securities and Exchange Commission or the state securities law administrators for those states in which Shira Ridge maintains a notice filing. Shira Ridge’s current written disclosure statement discussing Shira Ridge’s business operations, services, and fees is available from Shira Ridge upon written request.

Accounting Services

Financial Planning
With a Certified Financial Planner™ on your team at Shira Ridge, you can rely on our commitment to the financial planning process, financial education, and professionalism. Furthermore, we act as a fiduciary under federal regulations, which means that our advice and recommendations are always in your best interest.
Retirement Planning
At Shira Ridge, you’ll work with a Certified Financial Planner, licensure that ensures you can rely on our commitment to the financial planning process. Certification indicates years of study on various subject matters (taxes, insurance, investments, retirement planning, etc.), passing a certification test, and continuing education in the field.
Asset Management
We believe in using low-cost Index Funds and Exchange Traded Funds (ETF), while using an active asset allocation approach. We also provide socially responsible investment portfolios.

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