RAMA FINANCIAL, LLC
For Your Future. And Theirs.
WHY RAMA FINANCIAL, LLC?
Rama Financial is committed to providing exceptional service and support to all of our clients. We work one-on-one with each client to create a customized plan that meets your financial needs. We have the experience, data, and research tools needed to help you navigate the complex world of financial markets and provide you with the guidance and advice needed to achieve your financial objectives.
Our Services
We are committed to providing exceptional service and support to our clients. We take the time to understand your unique life circumstances and goals and develop a customized plan that meets your needs. Our advisors have the expertise and experience to navigate the complex financial landscape and provide you with the guidance and advice needed to achieve your financial objectives.
INVESTMENT
MANAGEMENT
We custom build your investment portfolio using globally diversified, low-cost, tax-efficient strategies that consider your entire portfolio of assets.
RETIREMENT & ESTATE PLANNING
We work with you to create achievable retirement income generation and asset preservation goals.
DE-CENTRALIZED
PARTNERSHIPS
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.