We are a boutique independent financial planning firm that specializes in tailoring our client`s financial plan with an eternal perspective. Our focus is to serve our clients and to build authentic relationships with them. We are called to provide counsel to our clients concerning biblical stewardship principles found throughout the Bible so that it can be integrated into their lives.
Our ideal clients include those that:
Are seeking to glorify God by creating financial plans that look to honor Him
Are seeking ways to integrate `social` and `faith` responsibilities into their goals and investments
Are seeking to live a more purposeful and generous life
Are seeking a long-term professional relationship
Ramirez & Rains is a marketing name for securities, insurance and investment advisory services offered through Woodbury Financial Services, Inc., Member FINRA/SIPC.