Welcome to the RANDA Strategies LLC.
Good financial decisions don't have to
be confusing. We can provide techniques that can help you make the most of your
goals and help achieve more of your financial objectives.
Today’s investment climate can offer many opportunities.
Our mission is to help clients take advantage of
our holistic, fee-based financial planning model. It is our belief that through
holistic advice, we can develop strong,
long-lasting relationships, as financial planning 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 full-service wealth manager.
Our fee-based financial planning model offer three key tools:
What it Means to be a Fiduciary
A Fiduciary refers to a person or organization that is held to a higher standard of conduct and trust
A registerd Investment advisor who is held to a "fiduciary standard" looks after the assets of another person on that person's behalf, is fully transparent and required to disclose any potential conflict of interest. Putting your interest above our own.
Today's Financial Concerns
A few topics we can help you achieve financial success.
Integrated Financial Planning
We can provide advice covering a range of areas including:
“Most people don’t plan to fail, they fail to plan.” John Beckley
How We Work
Our philosophy is simple — we put YOU first
- We are a boutique firm and we thrive on building long-term relationships with our clients.
- RANDA STRATEGIES prides itself in working as a team — both internally and with you — offering as much or as little hand holding as you need.
- We are large enough to offer advice on a broad range of topics, and small enough to provide exceptionally personalized services to our clients.
15yrs
of experience in Financial services
800+
client relationships