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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
  • Products

  • Group Health Insurance
  • Group Dental Insurance
  • Group Life/AD&D Insurance
  • Disability Insurance
  • Vision Insurance
  • Key Man Insurance
  • Voluntary Products

Retirement Plans for Employers


  • Assistance with employee enrollments
  • Educational seminars for employees
  • Compliance support for employers

  • Products

  • 401Ks
  • 403Bs
  • Simple IRAs
  • SEP IRAs

Retirement Plans for Individuals


  • Portfolio reviews
  • Assistance with fund allocations
  • Determining Risk Tolerance
  • Social Security Collection Strategies

  • Products

  • Traditional IRA
  • Roth IRA
  • Rollovers
  • Annuities
  • Life Insurance