Outside of Ordinary
L E A D E R I N
G e t a F R E E S e c o n d O p i n i o n
ASSET MANAGEMENT &
FINANCIAL PLANNING
Fee-Only
As a fee-only professional our focus is on the advice we provide. No conflict of interest being commission free allows for true indepedent unbiased advice.
Fiduciary
Being a fiduciary advisor, you'll know that we make our decisions based on your best interest. Acting in good faith and providiing all relevant facts to you.
It's about YOU
- 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.
Credentials
Holding the premiere designations in our industry—CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant (ChFC®)—reflect dedication to comprehensive wealth management.
Award Winning
Honored for numerous industry awards such as, Five Star Wealth Manager in Indianapolis Monthly, Top 250 Wealth Advisors in Worth Magazine and America's Top Financial Planners by Consumers Research Council.
Outside of Ordinary
Doing things differently, does not always mean doing things better. But doing things better always means doing things differently.
"We cannot solve our problems with the same thinking we used when we created them."
~Albert Einstein
Clients
Working with a limited number of clients allows us to provide comprehensive advisory services to each client. Thus improving each clients experience.
Fees
Unlike most advisors, we not only show our fee we also cap our fees. If an advisor is worth their fee, they should show it. Our annual fee of 0.90% for assets from $1. to $3M and zero above $3M.
Transparency
Once agreed upon, an Investment Policy Statement outlines how you want to invest. It's a roadmap for your financial future implimenting your financial plan.
No Products
We are financial advisors, not sales professionals. We never earn a commission or sell investment products, we are completely fee-only.
Area of Service
Our methodology is primarily focused on investment management and financial planning and is a continuous process to achieve full potential today and prepare for your the future.
Financial Planning
Asset Management
Holistic Planning
Our Main Services
Financial Planning
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.
Asset Management
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 strategies based on your situation, goals and risk tolerance with our proprietary tactical overlay applied to avoid large losses.
Wealth Management
Addressing retirement planning, tax planning, savings for education and investments separategly deosn't generally work. Wealth Management is a process that aligns your investment strategy with your financial plan for today as well as tomorrow.
We Are Awesome At Our Work
I'm sure you want an advisor who's smarter than you with regard to investing, but also one that doesn't act like they are. We know you're in charge of your own money, not us.
0
Conflicts of Interest
0
Disciplinary Actions
0
Products to Sell
100%
Client Focused
Interested in seeing if we can help?
If you have a particular situation you wish to prepare for, or would like a second opinion on your current situation. Please schedule a free session by clicking below.
As seen on
You may have read about Paul Coan or seen his work on these and other media outlets over the years.
S E N E U S A N E M A I L
O F F I C E L O C A T I O N
The success of our strategies can be seen through your accomplishments:
10475 Crosspoint Blvd, Suite 250
Indianapolis, IN. 46256
info@ratonwealth.com
+317 967 2010
Copyright © 2020 - Ratón Wealth LLC. Nothing on the Ratón Wealth, LLC website should be construed as a solicitation or offer, or recommendation, to acquire or dispose of any investment or to engage in any other transaction. Ratón Wealth, LLC does not render or offer to render personalized investment advice of financial planning advice through the Ratón Wealth, LLC website. Ratón Wealth, LLC’s specific advice is given only within the context of our contractual agreements with each client. The Ratón Wealth, LLC website is limited to the dissemination of general information about Ratón Wealth, LLC’s service offerings, and provides an alternative method for prospective clients to learn more about Ratón Wealth, LLC, and contact Ratón Wealth, LLC. Advice may only be rendered after the delivery of Form ADV Part 2A, the execution of an investment advisory agreement by the client and the advisor, and the initial payment of the investment advisory fee by the client to the advisor.