We offer a valuable perspective.
With a background in accounting & tax, Ron Rader offers a sophisticated perspective when it comes to making the most of your money. For over 20 years, Rader Financial Services has provided individualized focus on growth and money management while considering ways to help you invest in a tax efficient manner. Whether you are a business owner leveraging your business for personal wealth, or an individual who appreciates the value of a dedicated professional managing your portfolio, Ron has years of experience providing important value for all of his clients.
We focus on building MORE than wealth.
While working to maintain a professional approach, Ron invests time to build long term relationships with his clients so he can fully understand each unique investor’s financial status and wealth building goals. Ron takes the time to review and discuss your goals and plans. In a world of online and anonymous investments, Ron’s individual attention is reassuring to those clients who know the value of an honest and candid relationship with a trusted advisor.
As a parent and involved member of his community Ron sees the tremendous privilege and responsibility in serving his long-standing clients whether they are setting goals for retirement or planning for their children or grandchildren’s college.
For us, it’s not a game when it comes to your money.
Ron likes to say he doesn’t play poker with his clients’ money. With an accountant’s eye for detail and a financial planner’s philosophy, he presents strategies and transactions in full transparency. If you are seeking shot-gun impulses and trendy financial schemes, he would rather you find another advisor. Here it is, straight from Ron Rader himself: “There is so much information constantly trying to grab our attention, I believe an advisor that is constantly chasing what is being touted as the new trend can actually cause more damage to a client’s savings/investments by making changes that turn out to be harmful or detrimental in the long run.”