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.
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.
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 and Texas.
Ronald A. Kramer, President of Kramer Investment Advisors, Inc. will contact you to provide requested information.
Kramer Investment Advisors, Inc. is licensed in the states of California and Texas.