Gould Ruma Financial Advisors provides guidance on life's complex financial puzzle, counseling clients over the long term to address their ever-changing questions and concerns. We manage assets focusing on the goals established in each client's plan, and we seek to help our clients avoid making costly mistakes with their investments.
Taxes are a certain part of life, and we want to help you optimize by carefully analyzing their impact on your financial plan. That's why we offer tax planning and preparation services to our clients. Gould Ruma Financial Advisors is a Registered Investment Advisory Firm whose sole focus is our clients.
Taxes are a certain part of life, and we want to help you optimize by carefully analyzing their impact on your financial plan. That's why we offer tax planning and preparation services to our clients. Gould Ruma Financial Advisors is a Registered Investment Advisory Firm whose sole focus is our clients.
Services
Because each client is unique, Gould Ruma Financial Advisors provides a customized approach to asset management that focuses on each client's investments, what they are for, and why they are recommended. We start with an initial consultative session, helping to solidify a deeper discovery of each client's financial goals and concerns.
Preparing a long-term financial plan is a complex process that involves careful consideration of both short and long term goals. We work with our clients to help define goals and objectives that become the focus of their financial strategy. Our offices provide a comfortable environment in which to discuss personal or business planning concerns including: financial planning, asset management, and tax planning.
Gould Ruma Financial Advisors is a Registered Investment Advisor acting as a Fiduciary for our clients. There is an ongoing debate in the industry today around the standard of care required when providing financial advice*. There are currently two standards; Fiduciary vs. Suitability. Advisors that adhere to the Fiduciary standard are required to place the interests of their clients above their own.
Bowling Green State University provides educational experiences inside and outside the classroom that enhance the lives of students, faculty and staff. Students are prepared for lifelong career growth, lives of engaged citizenship and leadership in a global society.
Within our learning community, we build a welcoming, safe and diverse environment where the creative ideas and achievements of all can benefit others throughout Ohio, the nation and the world.Christ the King offers a variety of experiences to grow in your faith and in your relationship with God. Diverse spiritual, community outreach, and social activities are available for all the ages of our parish family.
Within our learning community, we build a welcoming, safe and diverse environment where the creative ideas and achievements of all can benefit others throughout Ohio, the nation and the world.Christ the King offers a variety of experiences to grow in your faith and in your relationship with God. Diverse spiritual, community outreach, and social activities are available for all the ages of our parish family.
Have you ever taken on a 1,000-piece puzzle without scrutinizing the box first to help figure out a solution? Starting a job or business - and saving for a home, kids' college and retirement - are just a few of the pieces in life's complex financial puzzle. Gould Ruma Financial Advisors provides guidance with clients' financial pieces, counseling them over the long term to address their ever-changing questions and concerns.
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