Ivy Ridge Asset Management, LLC

Certified Financial Planner

Focusing on Retirement Income & Tax Planning


Lowering taxes increases profitability and grows wealth as a general rule. Through our affiliation with some of the best, forward-thinking CPA’s in the country we are committed to developing a  plan tominimize your tax burden and maximize your success by implementing our exclusive Tax Blueprint® software technology. The Tax Blueprint® provides a clear tax reduction savings plan  that is customized specifically to you and your business. All it takes is a simple 15-30 minute assessment to see if we can substantially reduce your taxes. A real reduction in taxes is real  savings. Let us and the Tax Blueprint® help you save more on taxes today.

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