Janet Ramsey, CFP®

CONNECT

Address:

3100 Tower Blvd., Suite 1610
Durham, NC 27707

Phone:

919-381-4727

Fax/Other:

877-752-6935

Implementation

IMPLEMENTATION

A plan without implementation is really an academic exercise and generally will be ineffective.  In conjunction with gaining clarity, vision, setting goals and strategies and tracking progress, it is important to take action in order to bring your plans to fruition. You may need legal and/or tax advice.  We will work with your current legal and tax advisors or provide introductions to other professional advisors at your request.  We are a full-service financial firm committed to helping people pursue their financial goals. If appropriate to your situation, we will show you several strategies, some of which may include the use of financial products, such as insurance or professionally managed investments.  We represent our clients in the marketplaces, acting as your advocate and making sure what we bring you is competitive and most importantly that it fits your financial plan.  

Please contact us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we often know a firm that does.