Our Services
At Ramon Financial Services, LLC (RFS), we provide experienced assistance in the following areas:
Employee Benefits
- Employer Shared Responsibility tracking and reporting
- Private Exchange that engages employees
- ACA Compliance Support for organizations of all sizes
- Digital Onboarding of employees to simplify the process and reduce paperwork
- Group Health Insurance
- Group Dental Insurance
- Group Life/AD&D Insurance
- Disability Insurance
- Vision Insurance
- Key Man Insurance
- Voluntary Products
Services
Products
Retirement Plans for Employers
- Assistance with employee enrollments
- Educational seminars for employees
- Compliance support for employers
- 401Ks
- 403Bs
- Simple IRAs
- SEP IRAs
Services
Products
Retirement Plans for Individuals
- Portfolio reviews
- Assistance with fund allocations
- Determining Risk Tolerance
- Social Security Collection Strategies
- Traditional IRA
- Roth IRA
- Rollovers
- Annuities
- Life Insurance