Investment Planning


As an independent advisor representative of SII Investments, Rich Ramsay is able to serve clients by offering a wide range of investment options, including:

  • Mutual Funds
  • Variable Annuities
  • Variable Universal Life Insurance
  • Managed Investment Accounts
  • Stocks and Bonds
  • Fixed Annuities
  • Life Insurance
  • Real Estate Investment Trusts (REITS)

Tax planning should also be considered when developing an investment plan. Ramsay & Associates Certified Public Accountants provides tax preparation and tax planning.

For more information, visit our Glossary, and contact us to learn more about our investment services. 

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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

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Ramsay Wealth Management and JWC/JWCA are unaffiliated entities.


For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically.

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