Contact
The Hoskins & Ramirez Group
A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.
Address
9040 Town Center ParkwayLakewood Ranch, FL
34202 United States
- Address
- 9040 Town Center Parkway, Lakewood Ranch, FL 34202
- ivan.ramirez@lpl.com & andrew.hoskins@lpl.com
- Website
- hoskinsramirezgroup.com
- Phone
- 941-552-7880
Our Services
No single investment strategy or financial plan works for everyone. Our goal is to deliver highly individualized service that effectively addresses the complexity of your financial situation. Will analyze where you are financially, where you want to go, and what matters to you the most. We can then tap our knowledge and resources to develop a strategic plan for your vision of the years ahead. Our level of service ensures that your questions are answered and that you have a thorough understanding of our recommendations. Contact us today to discover the value of our experience, unbiased advice and personal service.
Our 4 Step Financial Advisory Process
Step 1: discovery - Before we get down to crunching numbers, we’ll talk about the things that are most important to you — family, community, pastimes, church. We’ll ask a lot of questions about what you’re really thinking, feeling, worried about; your experiences with money; and what you’ve accomplished so far. Together we’ll figure out where you are now.
Step 2: planning - Based on what we discuss in the Discovery phase, we will assess your personal situation, gauge where you are now relative to your life goals and priorities, and consider what gaps exist. We will weigh the financial implications of each goal we discuss and construct the framework for a plan that supports them.
Step 3: solutions - A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life. During this phase, we will recommend specific solutions to help match each of your goals. This is where we implement your customized plan.
Step 4: monitoring - Just when you make plans, life happens — and events large or small can change everything. The monitoring stage incorporates tracking systems to keep your plan on target. We’ll help you plan for the unexpected, anticipate change, and adjust your plans over time, as necessary.
