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AMBITION IS THE FIRST STEP TOWARDS
# SUCCESS
#### our focus is your financial well-being
Let's Get Started
####
#### the RANDA wealth Strategies
#### experience
#### ​
Good financial decisions don't have to be confusing. We can provide techniques that can help you make the most of your goals and help achieve more of your financial objectives.
Today’s investment climate can offer many opportunities.
Our mission is to help clients take advantage of our holistic, fee-based financial planning model. It is our belief that through holistic advice, we can develop strong, long-lasting relationships, as financial planning provides visibility into your full financial picture rather than just one aspect. With full access to your overall financial standing, we will be well-positioned to make meaningful recommendations for becoming your full-service wealth manager.
Our fee-based financial planning model offers three key tools:
!
A clear
understanding
of your
financial goals
A well-defined
roadmap
for achieving
those goals
Ongoing advice
to help adjust
their roadmap
when their needs
change
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## What it Means to be a Fiduciary
## ​
A Fiduciary refers to a person or organization that is held to a higher standard of conduct and trust
A registerd Investment advisor who is held to a "fiduciary standard" looks after the assets of another person on that person's behalf, is fully transparent and required to disclose any potential conflict of interest. Putting your interest above our own.
## Our custodial
​
Our firm partnered with Charles Schwab Advisor Services, an industry leader and largest custodian of RIA assets, providing custodial, operational, practice management, and trading support to more than 7,500 independent RIA firms.
Protecting your accounts and information is Charles Schwab’s top priority. When you choose Schwab as a custodian, you are working with an industry leader that takes its fiduciary responsibility very seriously. Schwab has a strong culture of risk management and has designed a secure website and mobile apps to make it easy for you to work with us.
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## FINANCIAL PLANNING
## Our firm decided to partner with MoneyGuidePro because it provides powerful features that will help our clients better manage their money.
With the help of MoneyGuide Pro, our clients can accurately create and track financial goals, develop a comprehensive financial plan,
assess their current financial health, and gain an understanding of their risk tolerance.
MoneyGuide Pro also provides a wide range of tools and reports that our advisors can use to help clients make informed decisions about their finances.
## Today's Financial Concerns
A few topics we can help you achieve financial success.
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Taxes
How do I manage taxes year round to keep more of what I earn?
Investments
How can I increase my income from investments?
Retirement
Do we have enough assets and resources to retire?
Business
How should I diversify my portfolio in order to diversify risk?
Insurance
How much life insurance do I need in order to be protected?
Education
How am I going to pay for my child's education?
## Integrated Financial Planning
We can provide advice covering a range of areas including:
We assist you to make better use of your money and become financially successful.
Tax Diversification
We help you maximize your financial plan by planning and preparing for today's and tomorrow's tax environment.
Professionally managed, low cost, and customized to your situation.
We will help business owners address their financial needs at every stage of the business life cycle.
We have helped hundreds of clients carefully consider their financial strategy for retirement.
Personal Insurance
Our personal insurance guide explains the different ways you can cover your finances.
"Most people don't plan to fail, they fail to plan." John Becley
## How We Work
Our philosophy is simple — we put YOU first
* We are a boutique firm and we thrive on building long-term relationships with our client
* RANDA WEALTH STRATEGIES prides itself in working as a team — both internally and with you — offering as much or as little hand-holding as you need.
* We are large enough to offer advice on a broad range of topics and small enough to provide exceptionally personalized services to our clients.
Find out more
## 19years
##### Of Financial Services Experience
## 1200+
##### Client Relationships
Contact
21 Clover Hollow Rd, Suite B
Easton PA, 18045
​​
Tel: 610.515.0601
Fax: 484.291.1254
info@randaws.com
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