About Us

Because each client is unique, Gould Ruma Financial Advisors provides a customized approach to asset management that focuses on each client’s investments, what they are for, and why they are recommended. We start with an initial consultative session, helping to solidify a deeper discovery of each client’s financial goals and concerns. We then utilize cash flow based financial planning and tax planning strategies, allowing us to better assist with both top-line returns and bottom-line, after-tax income streams. In the end, our concerns are our clients’ goals and bottom dollar. This more comprehensive approach may not be found at other financial planning or financial services firms.

We also can answer your questions, including:

• Are my investments working hard enough?
• What’s the best approach for college savings?
• What are the elements of a sound estate strategy?
• Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.