Financial Services

Financial Planning is an obligation to your family and loved ones.

A properly structured Financial Plan enables you to better prepare for unexpected financial challenges. Financial challenges may present themselves at different stages of your personal and professional life and are usually unexpected. The old adage goes “Those who fail to plan, plan to fail!” Having a properly structured Financial Plan in place is prudent and wise. We can work with you in identifying your personal and professional financial goals and objectives and help you map out a plan to achieve them.

Financial Services

Access Offered Through Ramsey Financial Services, Inc.
- Cash flow budgeting and analysis
- Income tax planning
- Retirement planning
- IRAs and retirement rollovers and transfers
- Investment services
- Portfolio and asset allocation review
- College planning
- Insurance policies analysis and recommendations
- Practice Continuity (Succession) planning
- Estate planning

For more detailed information about Ed's financial and investment services, please refer to his web site at www.ramseyfinancialservices.com.

Disclosure

Edward A. Ramsey is a CERTIFIED FINANCIAL PLANNER™ Practitioner, and the principal of Ramsey Financial Services, Inc. He is affiliated as a Registered Representative and an Investment Adviser Representative with Commonwealth Financial Network, member FINRA/SIPC an independent broker/dealer and a Registered Investment Adviser with offices in Waltham, Massachusetts and San Diego, California. This communication is strictly intended for individuals residing in the States of CA, DC, FL, MD, NC, OH, PA, TX, VA, and WV. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.