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More about PHASE II: Implementation


Once a plan is in place we help you with every step in implementing your financial plan, from filling out forms to placing trades. We monitor the opening of necessary accounts for you. Once your assets are available for investing, we place the appropriate trades, allocate monies to the Separate Account Managers, buy no-load mutual funds, and/or purchase individual bonds to build a bond ladder.
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Office Phone: 206-324-1950 | Email: info@ramseyassoc.com
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Ramsey & Associates © 2017