Jason Ramage, CFP®
Financial planning for charitably-inclined families
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Financial planning for charitably-inclined families
Areas of Focus
- Catholic Values Investing
- Credit Cards
- Education Needs and Funding Analysis
- Employee Stock Options
- Equity Compensation Options
- Family and Money
- Giving
- Inherited Wealth
- Insurance
- Investing
- Owning a Business
- Retirement Planning
- Retiring Early (F.I.R.E)
- Saving for College
- Tax-Smart Accumulation Planning
- Taxes
About Jason Ramage, CFP®
Are you feeling a tug-of-war between your priorities and your finances? To me, creating a financial plan is about more than crunching your "retirement number." It's making a plan to put your money to work for you, rather than you working for money. I enjoy helping families align their career and finances with their priorities and values. My goal is to deliver value in every interaction, regardless of whether you become a client.Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
CFP Board
- Estate Planning Council
- Financial Planning Association
- Estate Planning Council
Primary Location
4605 East Galbraith Road, Suite 200 Cincinnati, OH 45236
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Flat Fee
- Offers Advice-Only Services
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Our intro meeting is focused on learning about each other and talking about the questions or pain points that are on your mind. Regardless of whether we're a great fit to work together, my goal is to deliver value and help you get one step closer to where you'd like to be.Offers Investment Management
Yes
About TouchPoint Wealth Partners
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
- Movies
- Pickleball
- Reading
- Traveling
- Volunteering
- Wine
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Christians
- College Graduates
- Content Creators
- Contractors
- Corporate Executives
- Couples
- Creative Professionals
- DIY Investors
- Dual Income Family
- Educators
- Engineers
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Foreign-Born Individuals
- Gen X
- Gen Y / Millennials
- Immigrants
- Investors
- Living in Retirement
- Newly Engaged / Newlywed
- Nonprofit Employees
- Parents
- Physicians
- Real Estate Agents
- Remote Workers
- Sales Professionals
- Special Needs
- Technology Professionals
- Travel Lovers
- Young Families
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
No reviews yet.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
