Start Planning Your

Retirement Journey

We seek to coordinate, organize and simplify the many components of your wealth management plan, providing the financial clarity, solutions and service that allow you to focus on what you care about most.

Your Dedicated 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.

 

Roommates for

Retirement the Book

Our Process

The HWW Process

The PLAN Success Cycle is our ongoing process for understanding your financial goals and developing a plan to pursue them effectively through a four-phase cycle: Prepare, Learn, Align, and Navigate.
Learn more >

 

The Wealth CheckPoints are our comprehensive and coordinated financial planning solutions designed to deliver definable value across five key areas: Investment Planning, Retirement Planning, Tax Planning, Legacy Planning, and Risk Management Planning.
Learn more >

 

The Quadrant Plan defines the purpose of your portfolio and customizes your investment allocation around four priorities: Yield, Protection, Balance, and Growth.
Learn more >

 

The Portfolio Pillars are five convictions that form the foundation of our investment management process: Smart Strategy, Rigorous Rebalancing, Disciplined Diversification, Intelligent Investments, and Meticulous Monitoring.
Learn more >

Timely Market Insights

Access our monthly Market Review commentary which provides a simple,
easy-to-understand assessment of the economy and financial markets.

 
Our Team

Meet your team of professionals

Get in touch

Do you have any questions?