Retirement Plans

 

Are you confused about what type of retirement plan you should choose?  Common types of plans include 401(k), SEP, SIMPLE, IRA, ROTH IRA, and KEOGH.  Which one to choose will depend on your situation.  We can analyze your needs and present the attributes of each type of plan so you can understand how to choose the best for you.  We can assist you in choosing how these plans can be funded through various choices of investments and handle all the paperwork necessary to make it happen.

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Email Rich Ramsay

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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 Rich@RamsayWealth.com

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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