Ray Mignone & Associates, is an independent fee-only personal wealth management firm serving physicians, busy professionals, retirees and especially people transitioning into retirement. We help you achieve your financial goals by first listening to what your needs and goals are, then together, using sophisticated financial planning techniques we develop financial projections and planning strategies that are unique to you.
Next we implement your strategy by creating and managing a Risk Controlled Investment Portfolio designed just for you. Depending on your stage in life your portfolio may be designed for long term growth to meet future goals (children’s education, buy a second home or early retirement) or if you are transitioning into retirement or are already retired, your portfolio is designed to limit downside risks with an emphasis of providing you with monthly income to live on.
We offer a wide variety of services to meet the financial objectives of individuals and families. We work closely with you to determine your needs and then we recommend suitable strategies and actions.
As people approach retirement they usually need help trying to decide how and if they should rollover their 401k or 403b or 457 retirement plan. In many instances it makes sense to transfer these funds into an IRA where you have a much greater selection of investment vehicles.
Why not contact us for a complimentary consultation and find out if our services are right for you?