Ronald J May, CFP®, Managing Director - Investments

Welcome to my Web site, where you'll find a wealth of information about my capabilities and how I can create strategies designed to help you reach your financial goals. In addition, my site offers a wide variety of useful information, including calculators, articles, a portfolio tracker, and more.

I hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.

I created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate investment planning, and wealth preservation strategies or planning. Most importantly, I hope you see the value of working with me to pursue your financial goals.

In my own opinion I believe the paradigm for today’s investor has changed.  The age of transaction oriented business is no longer viable..  It’s not about the transaction.  It’s about the success of the overall portfolio in relation to your goals and objectives.  The portfolio should not be a group of transactions of buys and sells based on what’s hot, and what’s not. Today, it’s all about the portfolio designed to meet your needs and risk tolerance, and diversified based on a blueprint that we decide upon together.

I hope you take advantage of this resource and visit often. Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update my information and wouldn't want you to miss any developments in the area of personal finance.