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Services

The advisory process begins with one or more in-person meetings. During this “discovery process” the broad goals are to:

  1. To understand the client’s financial resources, investment priorities,  constraints and liabilities
  2. To create an Investment Policy Statement that demonstrates an understanding of client’s financial goals together with a detailed investment asset allocation strategy
  3. To specify various “action steps” designed to implement, monitor, and rebalance client’s portfolio(s) on an ongoing basis  

All of these steps are designed to assist us in the development of clear investment objectives. With Ronald Coleman Advisors, you’re not simply another account number. We strive to offer proactive service and promise to reach out to you on a regular basis and to let you know if there are important changes we need to consider.


investment advisory services

  • Retirement Planning
  • 401(k), IRA and Roth IRA plans
  • Beneficiary Arrangements
  • Portfolio Management
  • Asset Allocation
  • Fixed-Income and Tiered Investments
  • Alternative Investments
  • Structured Income Stream
  • Educational Planning
  • Section 529 College Savings Account
  • Coverdell ESA or Education IRA
  • Insurance Review
  • Estate Planning
  • Wealth Transfer
  • Strategic Partnering
  • Philanthropic Services


business services

  • Qualified Retirement Plans
    • 401(k), Profit Sharing, Defined Benefit Pension, SIMPLE or Simplified Employer
    • Pension Plans
    • ERISA Guidelines, “Safe Harbor” provisions & “Age Weighted” arrangements
  • Informal Business Valuation
  • Buy-Sell Agreement Review
  • Cashflow Management
  • Liability Management & Insurance
  • Succession Planning
  • Pre-retirement seminars


CONTACT

Ronald Coleman
Financial Advisor

Ronald Coleman Advisors
Independently Powered
by LPL Financial

131 Spring Street
Claremont, CA 91711

Phone: (909) 480-4144
Fax: (909) 480-3998
ronald.coleman@lpl.com

 

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