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Ana I. Ramirez, AIF®


Investment Advisor

Ana I. Ramirez, AIF®


Investment Advisor

1107 Investment Blvd., Suite 145
El Dorado Hills, CA 95762

Phone:

(916) 638-6899

Fax:

(916) 638-7211

E-mail:

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

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Building Futures - Building Relationships

Ana I. Ramirez, AIF®

Welcome from our Investment Team 

Ana Ramirez has been in the securities industry since 1998.  Ana has built a diverse client base consisting of individuals, families and business owners.  Her primary interest is to develop long-term client relationships that are based on the foundation of trust and confidence while delivering superior, ongoing service.

Ana strives to help her clients live the life of their choice by working with them to clarify their personal and financial situation. She educates throughout the investment selection process, so that options are clearly understood.  Her clients are able to make informed decisions, and they are vested in ongoing decisions.     

It is our hope that the information provided on our website would help you know more about us, our philosophy and most importantly, how we can help you.  Please take advantage of the resources available on our site and visit us often. We frequently update our information, and we would not want you to miss any new market or economic developments.

Contact us to schedule a complimentary appointment.

Medicare or Medicaid?

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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