Broker Check
The SECURE Act Starts the Clock on Inherited IRAs

The SECURE Act Starts the Clock on Inherited IRAs

Learn about the changes the SECURE Act wrought on inherited IRAs with this concise article.
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The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?
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Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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Our Values Inspire Everything We Do

Our Values Inspire Everything We Do

  • It’s about YOU 
  • Listening
  • Excellence in everything we do 
  • Keeping it simple
  • Relationship
OUR PROCESS

OUR PROCESS

Our coordinated planning process ZOOMS OUT to start with the big picture, and then ZOOMS IN to understand the details so we can design and execute specific strategies to meet your financial goals. We believe that when people know better, they tend to do better. Our tools help you visualize your financial world and the decisions that lie ahead. We simplify complex financial mechanisms to bring a level of comfort and clarity.

Areas of Focus

Areas of Focus

Although we partner with individuals at all stages of life, we have a particular focus on: 

  • Women
  • Singles and young families 
  • Retirement income planning

Organizing, Planning, and Acting for Your Financial Future –

We’re with You All the Way!

Judy Ramsey, MBA, RICP®

Judy Ramsey, MBA, RICP®

Judy is a financial advisor with a nationwide practice who followed an unconventional path to get to where she is today. What she finds most gratifying is the look of relief on her client’s faces when they have organized and are in control of their financial future.

 

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