Rama Gali, CFP®
Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.
Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.
Drawing up a clear estate plan can ensure your property is distributed in a way that suits both you and your family’s best interests.