Ronald A. Kramer, Financial Advisor, is an investment advisory representative in California and he can help you make the right investment decisions you need to reach your financial goals.
It starts by creating a customized financial plan for you that’s an expression of your personal wants, needs and circumstances. Ron will help you focus on what’s most important to you, pinpointing your investment objectives and identifying specific strategies to help turn your dreams into realities.
This comprehensive process involves working closely with you to uncover your financial goals, risk tolerance, time horizon and investment preferences. Ron will spend the time needed with you to gather the qualitative and quantitative data that reflect your personal situation. Then, he will analyze that data thoroughly to acquaint himself with and understand your unique circumstances.
Based on that understanding he will:
- Develop an integrated, personalized investment program tailored just for you.
- Provide investments that match your objectives and suggest a suitable asset mix for your portfolio.
- Diversify your assets to help minimize risk and maximize return.
- Help you manage the impact of taxes and inflation on your investments.
- Monitor the performance of all your investments.
- Work with you to rebalance your investments periodically to maintain activity and performance.
- Provide regular, detailed reporting on your portfolio’s activity and performance.
Your personalized plan will serve as a blueprint for navigating your financial life and carrying out decisions that will help assure financial success in the future.
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This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to residents of California.
Ronald A. Kramer, Financial Advisor will contact you to provide requested information.
Ronald A. Kramer offers securities through Summit Brokerage Services, Inc. Member FINRA/SIPC. and advisory services offered through Summit Financial Group, Inc., a registered investment advisor.
Ronald A. Kramer, Financial Advisor is licensed in the states of California, Arkansas and New Jersey.
Kramer Accountancy Corporation and Kramer Insurance Services, Inc. are not affliated with Summit Brokerage Services, Inc and Summit Financial Group, Inc.
Representatives of Summit Financial Services, Inc. and Summit Brokerage Group, Inc. do not provide tax of legal advice. Please consult your tax advisor or attorney regarding your situation.
