Your Financial Plan Matters.
Everyday, you manage some of the most dynamic financial situations in the modern workforce...I help you keep your balance with a financial plan that accounts for all aspects of your financial life, from business to family and everything in between.
Ralph Sevelius, Jr., MBA, CFP®
Ralph Sevelius, Jr., MBA, CFP®, is more than just a financial advisor; he’s a trusted partner. Having been in the financial services industry for a decade and a half, working with high-net-worth entrepreneurs and senior executives, he has a systematic process to help his clients work toward financial success.
Ralph earned an MBA and achieved the CERTIFIED FINANCIAL PLANNER™ designation to hone his financial planning knowledge.
For Ralph, it’s about much more than just the money; it’s about helping his clients work toward the life they’ve always wanted. It’s about teaching his clients that money is simply a tool, a tool they can use to reach their unique goals.
Ralph is an independent advisor, allowing him to act as a fiduciary and give professional, objective financial advice. He loves helping his clients navigate the complexities of creating a financial plan that works for all aspects of life today and in the future.
People often describe Ralph as a genuinely caring person who always follows through on his commitments. As a lifelong learner, he’s constantly improving to identify ways to help his clients. Ralph’s greatest gift to his clients is giving them the ability to focus their time and energy on the things that matter to them most, while trusting that they have a thorough financial plan in place that is being monitored and can evolve with their changing priorities.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
How I Can Help You
Investing
The best investment plan is the one that works towards your goals while allowing you to feel confident. A plan that aims to grow your wealth consistently over time while managing your downside risk with a tailored investment strategy.
Retirement
You have a unique set of challenges and opportunities. To fund a successful retirement, it’s essential to craft a plan that accounts for your current lifestyle and the lifestyle you want to carry into your retirement.
Savings
Your savings is like oxygen—you need it to survive. For many, having the right amount of savings in place can be the difference between weathering the storm or creating an emergency that can take years to overcome.
Insurance
Insurance is a critical element in a well-rounded financial plan. It’s the armor that will protect you against the inevitable risks that may come your way, as well as secure your family against tragedy.
Guarantees are based on the claims paying ability of the issuing company.
Taxes
Tax planning is one of the most important and lucrative steps in the planning process. You have a unique set of tax planning opportunities you can use to keep more money on your side of the ledger.
Legacy Planning
Money can be a tool for generations to come. By putting a legacy plan in place, families can begin to lay a foundation of wealth, character, and prosperity for their heirs.
I'm Here To Help.
