Focused on your goals, we work on your behalf to help you achieve success.Learn More
We’ll work with your accountant and lawyer on a plan for your heirs and beneficiaries.Learn More
Don’t let volatility destroy your hard work. We design solutions to give you peace of mind.Learn More
Help us understand what you’d like to do in retirement, and we’ll build a plan to get you there.Learn More
We take a unique approach to financial management, and if a partnership with Stability Financial makes sense, you will experience dedication and customer care beyond what you ever thought possible.
Investing is more complicated than ever before. Moreover, who doesn’t want financial STABILITY in an inherently unstable world? Through a caring partnership of accountability and mutual trust, Stability Financial helps engineer solutions for its clients to fully maximize their investment intentions. If you’re ready for more stability, let us remove the burden of wealth management from your shoulders.
I have been involved with big institution investment firms and one individual firm. I have never trusted anyone more than I do, Ray, and Stability Financial. He has and continues to do, an incredible job in looking out for my future and the future financial goals of my family.
- Jaclyn C.
Ray has been my CFP for more than 12 years. Ray and his assistant Ro have always been there when my wife and I needed them. If I call and Ray is not available, which is rare, I receive a call back from Ray within the hour without fail. Ray is very knowledgeable about the financial sector and is able to relate his knowledge to me in laymen's terms. Ray is very detailed and organized in his planning and he is a very trusted person. We always meet at the beginning of the year to review our portfolio and to discuss our plans and goals for the upcoming year. I highly recommend his financial planning services.
- Dr. Craig L.
I changed to Ray because my previous advisor had not met with me in a while.. When Ray took over he took the time to discuss with me my needs, my wants, my family and my business. He listened and understood my needs and my wants. We talk a few times a year and he ALWAYS takes my calls and takes the time to answer my questions. He gave me advice on how to pay for sons college education. Ray truly cares about his clients. I feel like he is one of the family. He also now handles my mother in law and I have no problem referring him to everyone.
- Dale V.