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Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

401(k) Rollover

403(b) Rollover

Sudden Wealth Guidance (Inherited Funds, Sold a Home, Etc.)

Investments

Annuities

Bonds

Common Stock

College 529 Plan

Traditional & Roth IRA

Individual

SEP & SIMPLE IRA

Brokerage Accounts

Mutual Funds

Treasury Bills

Government Securities

Treasury Notes

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

otto@raywealthmanagement.com  |  812-558-5002