TOTAL FINANCIAL PLANNING. HOLISTIC INVESTMENT MANAGEMENT.

Retirement
Income Design.

 
 
Ramona Pearson_tinified.jpg

A Trusted Advisor

Ramona Pearson is an independent financial advisor that has distinguished herself in three areas: financial planning/retirement planning, public accounting and consulting services, and tax compliance. We have developed our business by maintaining close, trusted relationships with each of our clients.

Learn More About Our Team

 

Roommates for Retirement the Book

092-5.5x8.5-Standing-Paperback-Book-Mockup-COVERVAULT.png
 

Do You Have a Coordinated Retirement Blueprint?

An intentional income plan can help ensure your assets sufficiently meet your income and expenses today and over your lifetime.  Contact us for a complimentary, no-strings-attached Income Plan.

 

Helpful Market Insights

Access our monthly Market Review commentary which provides a simple, easy-to-understand assessment of the economy and financial markets.  Do you have specific questions?  Feel free to send us a message below!


 

Is Your Portfolio Consistent with Your Flight Plan?

It is critical to periodically review your portfolio to ensure that it continues to reflect the changes in your financial picture and the investment industry. Contact us for a complimentary, no-strings-attached Portfolio Analysis.

Contact Us

It can be difficult to make Financial decisions without access to information. To schedule a time to discuss your financial future contact us below or call (248) 327-7000 today!

 
Name *
Name
brand-blue.jpg