Two of the greatest challenges Americans face today are healthcare and retirement. It’s well known that each of those challenges are extremely complex but they’re also surprisingly interdependent.
At Ron Courser & Associates, we are a team of caring professionals who work hard to provide our clients with the best retirement planning and health insurance solutions. We help identify individual needs and goals by listening, asking questions, and getting to know our clients personally.
We offer comprehensive investment management and financial strategies coupled with unbiased advice and recommendations. Our utmost goal is to provide customized strategies that grow throughout the many milestones of life. We take pride in knowing that we have helped young professionals, growing families, and retirees pursue their financial dreams.
We’re an independent Wealth Management firm and have been in business since 1994. We want our clients to think of us as a loyal friend that they can turn to for the guidance they need.
Ron Courser is the president and owner of Ron Courser & Associates. His is a Certified Financial Planner with 25 years’ experience in the financial services and insurance industry. His Broker/Dealer is Bookstone Capital Management, LLC through whom he works as an Investment Advisor Representative, licensed stockbroker, and fiduciary.