Jason Ramage, CFP®
Money integrated with a life well lived
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TouchPoint Wealth Partners
Jason Ramage, CFP®
Cincinnati, OH
Serving Clients Nationwide
Money integrated with a life well lived
Areas of Focus
- Budgeting
- Catholic Values Investing
- Employee Stock Options
- Financial Life Planning
- Retiring Early (F.I.R.E)
About Me
Hi! I'm Jason Ramage. Observing how money touches everything in our lives always fascinated me. Our finances often feel more limiting to us than a path to freedom. My goal as a Financial Advisor with TouchPoint® Wealth Partners is make the best use of each dollar in your plan and find a way to reach where you want to go.Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
-
CFP Board
- Financial Planning Association
Primary Location
4605 East Galbraith Road, Suite 200 Cincinnati, OH 45236
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Advice-Only
- Commissions
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Our intro meeting is a time to learn about each other, the money questions or pain points that are leading you to seek advice, and finding out if we're a great fit. My goal is to provide value regardless of whether we work together.Offers Investment Management
Yes
About our Firm
TouchPoint Wealth Partners is a wealth advisory firm with roots in Cincinnati, Ohio, that is dedicated to walking with clients through life transitions and achieving financial goals. Our goals-based financial plans are tailored to each client's needs, ensuring you have the cash flow today and throughout your life to support your goals.Advisory Services are offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor.
Securities are offered through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201
TouchPoint® Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification mark CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Education
University of Louisville, Bachelor of Science in Finance
Hobbies and Interests
- Baseball
- Board Games
- Camping
- Church
- Cooking
- Cycling
- Eating Out
- Family
- Gardening
- Hiking
- Pickleball
- Reading
- Traveling
- Volunteering
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Christians
- Entrepreneurs
- Financial Independence Retire Early (FIRE)
- Foreign-Born Individuals
- Gen X
- Gen Y / Millennials
- Immigrants
- Investors
- Living in Retirement
- Muslim
- Newly Engaged / Newlywed
- Parents
- Physicians
- Remote Workers
- Special Needs
- Young Families
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