About Ramsey & Associates
“Happiness is when what you think, what you say, and what you do are in harmony.” - Mahatma Gandhi
At Ramsey & Associates, here is the “house rule” … We treat clients the way we would want to be treated.
This is our firm's philosophy and guiding principle. Karen Ramsey, President of Ramsey & Associates, believes this "house rule" has been the key to her success.
In practice, this means:
We have two highly qualified and experienced CERTIFIED FINANCIAL PLANNER™ Practitioners on staff:
Ramsey & Associates serves:
Selecting your financial planner is a very personal choice. A good fit, mutual trust and good communication are all important. Please explore the rest of our website to better understand how we might serve you. You may want to begin by downloading our complimentary Personal Spending Plan, a popular tool among our clients, to help you to see just how possible your dreams really are.
We would be delighted to be a part of your financial planning journey. With proper planning and right actions, financial abundance and retirement confidence are attainable goals.
CERTIFIED FINANCIAL PLANNER™ is a mark owned by the Certified Financial Planner Board of Standards, Inc.
This is our firm's philosophy and guiding principle. Karen Ramsey, President of Ramsey & Associates, believes this "house rule" has been the key to her success.
In practice, this means:
- We work closely with you. We listen carefully and help you to articulate your goals, expectations and financial hopes.
- We customize. Once we understand your needs and dreams, we design a personalized plan that we believe has the highest chance of fulfilling them.
- We build relationships. We focus on knowing you, on building trust and maintaining good communication, not on selling you financial products.
- We are fee-only. Because we do not accept third-party incentives or commissions, our inetention is that you will be able to trust our recommendations. We are fully transparent in how we work and get paid. There are no surprise fees.
- We are bound by fiduciary standards. In business since 1990, Ramsey & Associates, Inc. is an SEC-registered investment advisor.
- We practice what we preach. You can be assured that we are giving you what we believe is our best advice, because we personally invest in the same kinds of investments we recommend to you.
We have two highly qualified and experienced CERTIFIED FINANCIAL PLANNER™ Practitioners on staff:
- Karen Ramsey, CFP® is an Associate Member of the National Association of Personal Financial Advisors (NAPFA), an organization of fee-only financial planners.
- Shawn Donnelly, CFP®, is a NAPFA-Registered Financial Advisor.
Ramsey & Associates serves:
- High-net-worth individuals who are interested in wealth enhancement and preservation
- Individuals who are in the wealth building phase and are interested in shoring up their financial future
- Individuals in the asset accumulation phase, through our auxiliary service (designed for people with more modest nest eggs), RamseyInvesting.com
Selecting your financial planner is a very personal choice. A good fit, mutual trust and good communication are all important. Please explore the rest of our website to better understand how we might serve you. You may want to begin by downloading our complimentary Personal Spending Plan, a popular tool among our clients, to help you to see just how possible your dreams really are.
We would be delighted to be a part of your financial planning journey. With proper planning and right actions, financial abundance and retirement confidence are attainable goals.
CERTIFIED FINANCIAL PLANNER™ is a mark owned by the Certified Financial Planner Board of Standards, Inc.
