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RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?
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Managing Money as a Couple

Managing Money as a Couple

Keys to preparing to grow wealthy together.
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Succeeding at Business Succession

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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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 help 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 strive to simplify complex financial mechanisms in an effort 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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