Meet Us

RANDA Strategies LLC focuses in comprehensive solutions to help maximize your wealth and financial independence for individuals and businesses a like.

Today’s investment climate can offer many opportunities. At RANDA Strategies LLC, our mission is to help clients take advantage of our holistic approach to Planning. It is our belief that through holistic advice, Jonathan as your advisor can develop strong, long-lasting relationships, as financial planning1 provides visibility into your full financial picture rather than just one aspect.

With full access to your overall financial standing, we will be well-positioned to make meaningful recommendations becoming your source for trusted financial advise.

RANDA Strategies LLC, is a boutique financial services firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is independent, so our loyalty belongs exclusively to our clients. Our complete independence means we remain objective and construct financial plans (or financial strategies).

We recommend Holistic, comprehensive strategies to adress your personal and/or business needs.

 

 
about us
Our Philosophy.

Jonathan provides Fee-based Financial Planning.

This means, our strategic financial plans are only influenced by your needs.

Our clients are the most important stakeholders to us and are not just a means to an end.

Learn About Our Approach
 

What we do.

We can help with your financial planning needs, whether your situation is straight-forward or out of the ordinary.

Simply, we work with each client to help develop, implement and maintain a relevant and comprehensive financial strategy, assisting clients to grow their wealth, meet lifestyle objectives and protect against risks.

  • We can help you achieve your goals, no matter how big or small they may be
  • We can assist you to become financially secure
  • We can help you make smart decisions with your money
How We Can Help
 
 
 
 

Our Core Values

We have three core values which form the basis for everything we do

 

Independent

RANDA Strategies LLC, is a boutique financial services firm. Our firm is independent, so our loyalty belongs exclusively to our clients. Our independence enables us to establish working relationships with a number of industry-leading firms and insurance providers whose products we can leverage to help create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.
independent

Integrated

Managing your financial affairs with a comprehensive approach

Extensive business experience — Access to resources to complement all financial advice with a vast knowledge in all phases of fianncial planning.

Multi-discipline — Our services extend beyond providing access to fee-based financial planning and investment advisory services through Eagle Strategies LLC, in addition includes business planning and corporate benefits solutions.

integrated
 

Teamwork

Full access to a long-standing team of professionals with rich business backgrounds

Coordinating with your other professionals — Accountants, Estate Attorneys, Tax Professionals, Insurance Agents and other professionals necessary to coordinate the best service and advice for our clients.

Access to resources — The Advanced Planning Group (APG) has a combined experience of more than 300+ years, with a diverse finacial industry background.

teamwork