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Personalized Financial Services for Individuals.

Empowering Your Financial Journey with Expert Guidance  

At Ross & Associates, we understand that managing personal finances can be complex and overwhelming. Our dedicated team offers tailored financial planning services to help you navigate life’s financial challenges and achieve your goals.

Personal Finance & Elder Care

Comprehensive Financial Planning

We provide a holistic approach to financial planning, ensuring every aspect of your financial life is addressed:

  • Investment Portfolio Analysis: Assessing your current investments to ensure alignment with your financial objectives.
  • Mutual Fund Review: Evaluating mutual fund options to optimize your investment strategy.
  • 401(k) Review: Analyzing your retirement accounts to maximize growth potential and tax advantages.

Elder Care Financial Management

Caring for aging loved ones requires careful financial planning. Our services include:

  • Daily Money Management: Assisting with bill payments, budgeting, and financial organization.
  • Asset Protection: Implementing strategies to safeguard assets from potential risks.
  • Healthcare Planning: Coordinating with healthcare providers to manage medical expenses effectively.

Ensure your loved ones enjoy financial security and peace of mind during their golden years

Estate Planning Done Right

Proper estate planning ensures your assets are distributed according to your wishes. Our services encompass:

  • Will and Trust Formation: Crafting legal documents to outline your asset distribution.
  • Tax-Efficient Strategies: Minimizing estate taxes to preserve wealth for your beneficiaries.
  • Power of Attorney and Healthcare Directives: Establishing directives to manage your affairs if you become incapacitated.

Prepare your family for a seamless transition and secure their financial future.