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How We Work

Ray Wealth Management specializes in helping people in all walks of life, to develop sound financial planning and retirement strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products – and take the mystery out of investing, building, and preserving wealth. We offer many investment and financial planning services such as 401(k)/403(b) planning, rollovers, retirement plans, IRA, Roth IRA, brokerage accounts, estate plans, guidance for sudden wealth (inherited funds, sold a home), etc. Our commitment is to utilize all our resources to help you pursue your goals and dreams.

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.)




Common Stock

College 529 Plan

Traditional & Roth IRA



Brokerage Accounts

Mutual Funds

Treasury Bills

Government Securities

Treasury Notes


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.  |  765-315-0503 or 812-558-5002