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Financial Planning

Financial Planning

Ramsay Wealth Management, Ltd. offers a wide range of planning solutions for your immediate and long-term needs — from analyzing what you need to acting on it. 

Financial planning is about helping you achieve your financial goals through our passionate guidance and planning processes.

Ramsay Wealth Management and Ramsay & Associates work together to help you build your financial future. You’ll find we employ a wide range of tools to analyze your opportunities. You have goals and dreams for your personal finances, retirement, your children’s education and more. We put together a plan then guide and manage your progress to help keep you on course. Our services include:


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Rich Ramsay is the owner of Ramsay Wealth Management. Rich is an investment advisor representative of J.W. Cole Financial Inc. and offers the following products:

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

Contact us:

Email Rich Ramsay




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.

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