AMBITION IS THE FIRST STEP TOWARDS
SUCCESS
our focus is your financial well-being
the RANDA wealth Strategies
experience
Good financial decisions don't have to be confusing. We can provide techniques that can help you make the most of your goals and help achieve more of your financial objectives.
Today’s investment climate can offer many opportunities.
Our mission is to help clients take advantage of our holistic, fee-based financial planning model. It is our belief that through holistic advice, we can develop strong, long-lasting relationships, as financial planning provides visibility into your full financial picture rather than just one aspect. With full access to your overall financial standing, we will be well-positioned to make meaningful recommendations for becoming your full-service wealth manager.
Our fee-based financial planning model offers three key tools:
A clear
understanding
of your
financial goals
A well-defined
roadmap
for achieving
those goals
Ongoing advice
to help adjust
their roadmap
when their needs
change
What it Means to be a Fiduciary
A Fiduciary refers to a person or organization that is held to a higher standard of conduct and trust
A registerd Investment advisor who is held to a "fiduciary standard" looks after the assets of another person on that person's behalf, is fully transparent and required to disclose any potential conflict of interest. Putting your interest above our own.
Our custodial
Our firm partnered with Charles Schwab Advisor Services, an industry leader and largest custodian of RIA assets, providing custodial, operational, practice management, and trading support to more than 7,500 independent RIA firms.
Protecting your accounts and information is Charles Schwab’s top priority. When you choose Schwab as a custodian, you are working with an industry leader that takes its fiduciary responsibility very seriously. Schwab has a strong culture of risk management and has designed a secure website and mobile apps to make it easy for you to work with us.
FINANCIAL PLANNING
Our firm decided to partner with MoneyGuidePro because it provides powerful features that will help our clients better manage their money.
With the help of MoneyGuide Pro, our clients can accurately create and track financial goals, develop a comprehensive financial plan,
assess their current financial health, and gain an understanding of their risk tolerance.
MoneyGuide Pro also provides a wide range of tools and reports that our advisors can use to help clients make informed decisions about their finances.
