Wealth Management/Financial Planning
Wealth management is about helping you achieve your financial goals in life through our passionate guidance and planning processes.
Ramsay Financial Advisors, Ltd. and R.W. Ramsay & Associates, Ltd. work together to help you with 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 and then we guide and manage your progress to keep you on course. Our services include:
- Retirement Plans (401(k), SEP, SIMPLE, IRA)
- Health Insurance
- Long Term Care
- Education Funding
- Estate Planning
- Financial Planning
R. Scott Ramsay and Rich are stockholders of Ramsay Financial Advisors, Ltd. Rich and Scott are investment advisor representatives of SII Investments, Inc. and offer the following products:
- Mutual Funds
- Variable Annuities
- Real Estate Investment Trusts (REITS)
- Variable Life Insurance
- Managed Accounts
- Stocks and Bonds
- Fixed Annuities
- Life Insurance
Important Consumer Information
This site is for informational purposes only and is not intended to be a solicitation or offering of any security.
We are registered to sell Insurance Products in the following states:
Arizona, Arkansas, California, Colorado, Florida, Minnesota and Wisconsin.
We are registered to sell Securities in the following states:
Arizona, Arkansas, California, Colorado, Florida, Minnesota and Wisconsin.
Other licenses can be applied for.
Contact us:
Email Scott Ramsay: rscott@ramsayadvisors.com
Email Rich Ramsay: rramsay@ramsayadvisors.com
* SII Investments, Inc., is a Registered Broker/Dealer through which securities we offer are processed. SII Investments, Inc., is a member of the Financial Industry Regulatory Authority and the Securities Insurance Protection Corporation, as well as a Registered Investment Advisor. SII Investments, Inc., R.W. Ramsay & Associates, Ltd. and Ramsay Financial Advisors, Ltd. are separate and independent companies. SII Investments, Inc. does not provide tax or legal advice, business consulting, or fixed insurance products.
