Advanced Planning

Advanced Planning

Transferring values, not just value.
RAM’s Advanced Planning addresses the wide range of financial needs beyond Investment Consulting. It consists of three major areas:Wealth Accumulation, Wealth Preservation, and Wealth Transfer

Wealth Accumulation

Wealth Accumulation strategies are designed to obtain a synergetic combination of the following beneficial results:

  • reduce and manage your risks
  • reduce, minimize, and manage your taxes
  • increase your returns, within your risk tolerance
  • increase your peace of mind
  • decrease the amount of your time devoted to monitoring your wealth
  • improve the quality of your life

Wealth Preservation

Beyond prudent diversification to add safety to your investment portfolio, our Asset Protection services are designed to shield your wealth from litigants and creditors. Our team of experts may assist you with trusts, liability insurance, new entity formations, and other strategies.

Wealth Transfer

Our Wealth Transfer and Estate Planning services are as unique as you are, and are customized to assure that your assets pass in the most tax efficient way, to whom you want, how you want, and when you want. The stewardship of the financial results of your life’s work is definitely important enough to review periodically. Even the best plans of a few years past may now be improved and enhanced. You may wish to take advantage of our complimentary Estate Plan review.


Contact us today at (512) 327-6000 for a private, no-obligation consultation.