4776 Mickle Lane,
Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Ray is like many of his clients: self-made, industrious, with life and business built on integrity and the Golden Rule. In 2023, Ray will celebrate 35 years in the financial services industry. Ray graduated Suma Cum Laude from Franklin University in Columbus Ohio with a Bachelor of Science degree in business with a focus on financial planning. At the age of 50, Ray graduated with a Masters in Business Administration (MBA) from University of Southern California, Marshall School of Business. Ray's most recent achievement was accomplished in 2022 when he graduated from Syracuse University College of Law with the designation of Juris Doctor (JD). He holds the designations of Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®) as well.
Ray's knowledge and expertise in financial planning for small and medium-sized businesses run the gamut- from personal investment, retirement and estate planning to life, pension plans and more. By emphasizing protection, tax-efficient and sensible investments, Ray strives to be a confidant to owner-operators and their families.