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HI There, I'm

At Ratón Wealth, We Help Individuals and Families Achieve Financial Peace of Mind.

So You Can Focus on Living Your Life Today and Tomorrow Without the Financial Worries Associated With Not Having a Solid Financial Plan.

Paul Coan CFP®, ChFC®

Founder and CEO of Raton Wealth LLC

Take the first step to working with me.

If you have been struggling to get the results you're looking for, or would like a second opinion on your current situation.

I've seen and made many mistakes before reaching the point now, where I know exactly what to do to get you better results and engage what I call the Outside of Ordinary client experience.

On the 30 minute call we will get to understand your situation, your main barrier to results and create a plan of action together.

So, the first step to seeing how I can help your financial situation to flourish is to book a free strategy call with me where we can discuss your challenges.

BOOK YOUR FREE 30 MINUTE STRATEGY CALL

MEET

Doing things differently, does not always mean doing things better. But doing things better always means doing things differently.

My Latest BookGet it on Amazon here

Along with being Founder and CEO of the boutique wealth management firm Raton Wealth, Paul is a husband and father and dog lover who lives in Fishers, Indiana.

Asset protection and wealth preservation are two topics that are often spoken about but not many people truly understand. This is where Paul comes in. He is the author of "Asset Protection & Wealth Preservation: A Guide to Help You Avoid Common & Costly Mistakes." Not only is Paul a published author, he has been quoted and contributed to national publications such as BusinessWeek, Success Magazine and The Wall Street Journal on investing and wealth management topics.

Paul Coan is a financial planner and investment professional who has been recognized by several local and national publications as being one of the top wealth managers in America. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and has also been certified as a Chartered Financial Consultant (ChFC®) and a Certified Estate Advisor (CEA®).

Paul is a successful wealth manager who stands out from the rest. He's been recognized for his work by several publications, including Consumer Research Council and Worth Magazine which named him one of America’s Top 250 Financial Planners; Bloomberg listed him in their annual Top Dog Report as well - winning them an honored spot among other elite financial professionals. Indianapolis Monthly has awarded Paul five stars with Best Client Satisfaction Awards

HOW WE CAN HELP YOUR JOURNEY

A client-first approach is built on trust and transparency. No products to sell, no commissions, no conflict of interest. Just putting the client first, providing confidence and peace of mind, so you can focus on life.

Financial Planning

A roadmap of where you currently are and where you want to go. Navigating both the planned and unplanned financial stops along the way.

Asset Management

Personalized and transparent strategies based on your situation, goals and risk tolerance with our proprietary tactical overlay applied to avoid large losses.

BOOK YOUR FREE 30 MINUTE STRATEGY CALL

Wealth Management

Wealth Management is rooted in two truths: Everyone has their own unique sets of needs and individualized solutions to meet those needs.

It's about YOU

At Ratón Wealth, our business is built on Fiduciary and Fee-Only relationships.

We aim to give you what you truly want:

An understanding and Clarity of Your financial plan

A personalized strategy based on Your situation, goals and risk tolerance

The opportunity to avoid large market downturns, thus protecting your investments

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.

Credentialed

Holding the premiere designations in our industry—CERTIFIED FINANCIAL PLANNER™ (CFP^®) and Chartered Financial Consultant (ChFC^®)—reflect dedication to comprehensive wealth management.

BOOK YOUR FREE STRATEGY CALL NOW 

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Copyright © 2022 - 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.

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Terms of Website Use

Raton Wealth LLC

Please read these terms of use carefully before you start to use the site. By using our site, you indicate that you accept these terms of use and that you agree to abide by them. If you do not agree to these terms of use, please refrain from using our site.

RELIANCE ON INFORMATION POSTED & DISCLAIMER

The materials contained on our site are provided for general information purposes

only and do not claim to be or constitute legal or other professional advice and shall not be relied upon as such.

We do not accept any responsibility for any loss which may arise from accessing or reliance on the information on this site. And to the fullest extent permitted by the law, we exclude all liability for loss or damages direct or indirect arising from use of this site.

ACCESSING OUR SITE

Access to our site is permitted on a temporary basis, and we reserve the right to withdraw or amend the service we provide on our site without notice (see below). We will not be liable if for any reason our site is unavailable at any time or for any period.

INTELLECTUAL PROPERTY RIGHTS

We are the owner or the licensee of all intellectual property rights in our site, and in the material published on it. Those works are protected by copyright laws and treaties around the world. All such rights are reserved.

You may print a copy, and may download extracts, of any page(s) from our site for your personal reference and you may draw the attention of others within your organization to material posted on our site.

You must not modify the materials you have printed or downloaded in any way, and you must not use any illustrations, photographs, video or audio sequences or any graphics separately from any accompanying text.

Our status (and that of any identified contributors) as the authors of material on our site must always be acknowledged.

You must not use any part of the materials on our site for commercial purposes without obtaining a license to do so from us or our licensors.

If you print, copy or download any part of our site in breach of these terms of use, your right to use our site will cease immediately and you must, at our option, return or destroy any copies of the materials you have made.

If you believe your intellectual property rights have been infringed by our website content, please contact us by email or writing the address below.

OUR SITE CHANGES REGULARLY

We update our site regularly, and may change the content at any time. It is our right to suspend access to our site, or close it indefinitely.If any of the material on our site is out of date, we are under no obligation to update such material.

INFORMATION ABOUT YOU AND YOUR VISITS TO OUR SITE

We process information about you in accordance with our privacy policy. By using our site, you consent to such processing and you warrant that all data provided by you is accurate.

VIRUSES, HACKING AND OTHER OFFENCES

You must not knowingly introduce viruses, trojans, worms, logic bombs or other material which is malicious or technologically harmful. You must not attempt to gain unauthorized access to our site, the server on which our site is stored or any server, computer or database connected to our site. You must not attack our site via a denial-of-service attack or a distributed denial-of service attack.

By breaching this provision, you are committing a criminal offense under the Computer Misuse Act 1990. We will report any such breach to the relevant law enforcement authorities and we will co-operate with those authorities by disclosing your identity to them. In the event of such a breach, your right to use our site will cease immediately.

We will not be liable for any loss or damage caused by a distributed denial-of-service attack, viruses or other technologically harmful material that may infect your computer equipment, computer programs, data or other proprietary material due to your use of our site or to your downloading of any material posted on it, or on any website linked to it.

LINKS FROM OUR SITE

Where our site contains links to other sites and resources provided by third parties, these links are provided for your information only. We have no control over the contents of those sites or resources, and accept no responsibility for them or for any loss or damage that may arise from you using them. When accessing a site via our website we advise you check their terms of use and privacy policies to ensure compliance and determine how they may use your information.

PRIVACY POLICY

Our privacy policy is part of, and subject to, these terms and conditions of use.

REVISIONS

We may revise these terms of use at any time by amending this page. You are expected to check this page from time to time and take notice of any changes, as they are binding on you. Some of the provisions contained in these terms of use may also be superseded by provisions or notices published elsewhere on our site.

YOUR CONCERNS

If you have any concerns about any material on our site, please contact us by email or write to 10475 Crosspoint Blvd, Suite 250, Indianapolis, Indiana 46256

Compliance

Raton Wealth LLC CRD #290027

All clients are advised that it remains their responsibility to advise Ratón Wealth, LLC. of any changes in their investment objectives and/or financial situation.

This website is a publication of Ratón Wealth, LLC. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before any investment decisions are made.

Past performance does not guarantee future success. Information on this website is not an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned herein.

Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

Any reference to a past specific recommendation is accompanied with an offer to furnish a list of all recommendations made within the immediately preceding period of not less than one year. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in the list provided.

The S&P 500 Index (“S&P 500”) is a market-value-weighted index consisting of 500 stocks chosen for market size, liquidity, and industry group representation and does not include the reinvestment of dividends. The S&P 500 is an unmanaged composite that does not reflects fees, brokerage commissions or other expenses of investing. The S&P 500 is presented as total-return value, which include returns from price appreciation as well as gross cash dividends. Returns are annualized for periods over one year, while periods less than one year are calculated as holding-period returns. Index numbers are provided for comparative purposes only.

The Dow Jones Industrial Average (“DJIA”) is a price-weighted average of 30 significant stocks traded on the New York Stock Exchange and the Nasdaq. The DJIA is a weighted average. It is calculated by totaling the stock prices of the companies in the index and then dividing by the Dow Jones divisor. The divisor is used to compensate for stock splits, spin-offs and substitutions.

Hyperlinks on this website point are provided as a convenience only, and we disclaim any responsibility for the accuracy of information on any other website linked hereto.

Form ADV 2A & 2B

Privacy Policy

Raton Wealth LLC

This Website,is committed to protecting and respecting your privacy.

This policy together with our terms of use and any other documents referred to here set out the core principle on which any personal data we collect from you or that you provide to us, will be processed by us.

Please read the following carefully to understand our views and practices regarding your personal data and how we will treat it.

We keep certain basic information when you visit our website and recognize the importance of keeping that information secure and letting you know what we will do with it.

This policy only applies to our website. If you leave our website via a link or otherwise, you will be subject to the policy of that website provider. We have no control over the policy or terms of other websites. It is your responsibility to check their policy before continuing to access them.

INFORMATION WE MAY COLLECT FROM YOU

We may collect and process the following information about you:

Information that you provide by filling in forms on our site.
Information provided at the time of registering as a user on our website subscribing to our services or requesting further assistance
Information you provide when reporting an issue with our website
When you contact us, record of that correspondence
Completed surveys that we use for research purposes; although you do not have to respond to them.

IP ADDRESSES AND COOKIES

We may collect information about your computer, including where available, your IP address, operating system, and browser type. We also collect data for system administration and to report aggregate information to our advertisers.

This is statistical data about our users' browsing actions and patterns, and does not identify any individual or collect personal information to our third party advertisers.

You may refuse to accept cookies by activating the setting on your browser which allows you to refuse cookies. However, if you select this setting you may be unable to access certain parts of our website. Unless you have adjusted your browser setting so that it will refuse cookies, our system will issue cookies when you log on to our website.

WHERE WE STORE YOUR PERSONAL DATA

All information you provide to us is stored on our secure servers. Any payment transactions will be encrypted. Where we have given you (or where you have chosen) a password which enables you to access certain parts of our site, you are responsible for keeping this password confidential. We ask you not to share the password with anyone.

USES MADE OF THE INFORMATION

We use information kept about you in the following ways:

To ensure that content from our website is presented in the most effective manner for you and for your computer.
To provide you with information, products or services that you request from us or which we feel may interest you, where you have consented to be contacted for such purposes.
To carry out our obligations arising from any contracts entered into between you and us.
To allow you to participate in interactive features of our service, when you choose to do so.
To notify you about changes to our service.

CALIFORNIA ONLINE PRIVACY PROTECTION ACT COMPLIANCE

Because we value your privacy we have taken the necessary precautions to be in compliance with the California Online Privacy Protection Act. We therefore will not distribute your personal information to outside parties without your consent. As part of the California Online Privacy Protection Act, all users of our site may make any changes to their information at any time by logging into their profile and going to the “Account Info” page.

CHILDREN ONLINE PRIVACY PROTECTION ACT COMPLIANCE

We are in compliance with the requirements of COPPA (Children's Online Privacy Protection Act). We do not collect any information from anyone under 13 years of age. Our website, products and services are all directed to people who are at least 13 years old or older.

YOUR RIGHTS

You have the right to ask us not to process your personal data for marketing purposes. We will usually inform you (before collecting your data) if we intend to use your data for such purposes or if we intend to disclose your information to any third party for such purposes. You can exercise your right to prevent such processing by checking certain boxes on the forms we use to collect your data. You can also exercise the right at any time by contacting us via email. Our website may, from time to time, contain links to and from the websites of our partner networks, advertisers, and affiliates. If you follow a link to any of these websites, please note that these websites have their own privacy policies and that we do not accept any responsibility or liability for these policies. Please check these policies before you submit any personal data to these websites.

CHANGES TO OUR PRIVACY POLICY

Any changes we may make to our privacy policy in the future will be posted on this page and, when appropriate, notified to you by e-mail. However, we advise that you check this page regularly to keep up to date with any changes.

YOUR CONSENT

By using our website, you indicate that you agree to our privacy policy and that you agree to abide by it. If you do not agree to our privacy policy, please refrain from using our website.

CONTACT

Questions, comments and requests regarding this privacy policy are welcomed and should be sent via e-mail or the address bellow

10475 Crosspoint Blvd, Suite 250, Indianapolis, Indiana 46256.