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INDIANAPOLIS LEADER IN RETIREMENT PLANNING & ASSET MANAGEMENT
It's about YOU not us!
about us
At Ratón Wealth, our business is built on Fiduciary and Fee-Only relationships.
We aim to give you what you truly want:
- Understanding and Clarity of Your financial plan
- Opportunity to avoid large market downturns thus protecting your investments
- Personalized strategy based on Your situation, goals and risk tolerance
Our Methodology
Our methodology is primarily focused on investment management and financial planning and is a continuous process to achieve full potential and get you prepared for your the future.
The success of our strategies can be seen through your accomplishments:
Years of Experience
Client Focus
Proprietary Strategies
A roadmap from where you currently are to where you want to go. While navigating the planned and unplanned financial stops along the way in every stage of life.
Financial Planning
Holistic planning is rooted in two truths: Everyone has their own unique sets of needs and best solutions, and each aspect of a family's personal finances need to be considered on its own and how they impact every other aspect.
Holistic Planning
Personalized and transparent stock and ETF strategies based on your situation, goals and risk tolerance with our proprietary tactical overlay applied to avoid large losses.
Asset Management
Services We Offer
services
