Our Process

Our Process

One: Relationship

We begin by getting to know you. We want to know about your family, your background, your business, or any information that will better help us understand you and your needs.
 

Two: Review

The next step is to review your current financial situation and investments and see how they align with your goals.
 

Three: Solutions

After compiling a financial goals analysis, we’re able to evaluate options and create solutions for what you’d like to achieve.
 

Four: Evaluation

Once your plan is in place, we monitor and evaluate the process as needed. We’ll meet with you at least annually to assess progress and make any necessary revisions. 

brokercheck-mock.jpg

Important Consumer Information

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

  • Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
  • Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

For more information please contact
Rich Ramsay at Rich@RamsayWealth.com

Securities and advisory services offered through SII Investments, Inc.® (SII), member FINRA/SIPC and a Registered Investment Advisor. SII Investments, Inc., Ramsay & Associates, Ltd. and Ramsay Wealth Management, Ltd. are separate companies. SII does not provide tax or legal advice.

SII PRIVACY POLICY
Newsletter Sign-up
Receive important business news, tax tips and related updates delivered straight to your email inbox.