Ron Courser & Associates

Description

We help our clients build a worry-free financial future and a comfortable, secure retirement through comprehensive financial planning and prudent investment strategies. Our clients are mostly high-net-worth individuals and small business owners who are seeking to develop a long-term relationship with a trusted advisor. We understand that everyone’s retirement and life dreams are different, and we specialize in developing completely customized strategies that are designed to help you get closer to your life goals.

Our mission is to provide our clients with financial security in an uncertain future. Our personalized financial planning process is designed to explore your goals, dreams, values, and financial objectives. Each one of our clients has different goals and expectations for their wealth, and we specialize in developing custom strategies to support their goals. We pledge to honor our clients’ trust in us by giving them only objective advice, guidance, and strategies best suited to meet their personal goals.

Lindsey is our Client Services Manager and has been with our company for seven years. She is our clients' main contact for service-related requests, and she works to ensure efficient and effective results. Lindsey works closely with...

My clients have the advantage of working with a caring professional who takes the time to get to know them, their goals and their values. More importantly, we listen ... to learn about their retirement dreams. We truly care about our clients and believe it shows in the attention and service we provide. We take our clients' success personally, and we see our role as that of a guide, motivator and coach. We work hard to provide our clients with the best retirement planning solutions based on their individual needs and goals.

Perhaps you don’t want to retire at all - maybe you simply want to work in a new way, or tackle new challenges. Or maybe you want more leisure in your life, more time to spend as you wish. Retirement planning is all about exploring your goals and making a plan to live your dream. On the financial side, retirement planning means monitoring and arranging your income, taxes and savings so that you end up with a comfortable, stable quality of life.

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