RAMA FINANCIAL, LLC
For Your Future. And Theirs.
WELCOME TO RAMA FINANCIAL, LLC
Managing your wealth is a complex and time-consuming task, but it’s also one of the most important things you will ever do for yourself and your loved ones. At Rama Financial, LLC, we specialize in creating specific, individual, wealth management solutions. We work with each client, one-on-one, to help build a portfolio which balances your risk tolerance with your investment objectives so you can achieve your financial goals.
Our Approach to Wealth Management
We’re different. We don’t think you should have all of your financial, estate planning, and tax advice “in one basket”. We prefer a de-centralized approach and enjoy working with the attorney and accountant of your choosing.
Our Approach to Asset Allocation
We utilize the best parts of several Asset Allocation Modeling systems which we have combined in our own, proprietary Relational Database Management Solution (RDBMS). Our system will provide you with an allocation model which we use as a guide (and not a rigid structure) in creating a diversified strategy which reflects the optimal distribution for all of your personal assets.
Tax Impact and Liabilities
What is Tax Loss Harvesting and when should you do it? Should you convert your Traditional IRA to a Roth? What are the tax implications to changes in your portfolio?. We work with you (and your tax advisor) to find the best answers to these questions (and more) so that you end up with an efficient tax strategy.
RAMA FINANCIAL, LLC GENERAL FIRM BROCHURE
RF_GeneralFirmBrochure (pdf)