Broker Check

Whom Have We Helped?

Our clients tell us that the relationships we have developed with them have made a positive difference in their lives.

Women in Business and Transition

Having a strong foundation will help lead to greater confidence as you juggle the myriad of demands that you handle in your life every day.

Do any of the following transitional activities apply to you?

  • Lost a spouse
  • Received an inheritance
  • Started or sold a business
  • Are nearing retirement
  • Are recently divorced or married
  • Have become an empty-nester (buying or selling a house?)
  • Are caring for elderly parents or a family member

As the founder of Shira Ridge, Laurie is especially passionate about empowering women to feel that they can also be in control of the financial part of their life by having a plan and working with Shira as a trusted partner to manage that plan. She brings to her client relationships her personal, as well as professional, experience as both a business owner and as a woman who has experienced several of the transitions listed above. She is actively involved in a number of Women's Business Groups that meet regularly in San Francisco and Marin and avidly shares information, advice and resources with clients.

We encourage an environment where our clients feel understood, non-judged, are comfortable in asking questions, and know that we truly care about them.

Retirement Planning for the New Environment

Whether you are looking to retire or “rewire,” when you have reached that point in your life where you are no longer generating steady, predictable income, having a plan can truly help to reduce that new feeling of uncertainty.

  • Is 70 the new 60?
  • Will your government entitlements be stable?
  • When do you start Social Security?
  • What's the best way to generate your own pension plan?

Our clients are understandably concerned, and find comfort in knowing that we stay current with, and provide advice on, issues regarding the economy, entitlements, IRAs, and 401Ks, to name a few. We have provided solutions and managed our clients’ wealth with the goal of helping to protect and secure their future objectives and desired lifestyles.

We will work with you in developing your financial plan, identifying a predictable income stream, setting up Medicare and visualizing this new chapter of your life.

Business Owners

Marin County Business Owners have unique issues balancing company profitability with employee and industry competitiveness.

As active participants in our community, we understand those circumstances. As qualified retirement plan consultants, we guide business owners through the myriad of choices of Plan Providers, negotiate fees, and educate employees on their investment choices. We are passionate about keeping Marin’s entrepreneurial spirit alive and thriving through cost management coupled with compassion for employees.

  • As a Business Owner do you often feel caught between a rock and a hard place?
  • Perhaps you feel the need (the stress?) to ensure that your company is profitable and positioned for growth and stability to provide for continuity.
  • At the same time you may also want to make sure that you are financially taking care of yourself (your business is often your largest asset).
  • Are you taking care of your employees, many of whom start to feel like family?

With limited time and resources available to you (after all, you are running your business), Shira Ridge becomes part of your team, taking on the burden of helping you to provide competitive employee benefits to you and your employees without breaking your business bank in the process.

With proper planning, we will provide you with a map to address your business goals, helping you to balance your company’s sustainability with your desire to acknowledge your employees as your primary asset.