Our Services

• Financial Planning
• Investment Management
• Tax Services

Financial Planning
We offer financial planning services based on an hourly rate basis. Information is gathered from clients regarding their current financial position, personal and financial goals, and other issues. We analyze the information, evaluate the alternatives and prepare a written financial plan. We will assist you in the implementation and monitoring of your financial plan.

Investment Management
By managing over $90 million for over 100 clients, Ruggaard & Associates, Inc. is helping clients reach their financial goals. The firm charges an investment management fee based on the amount of the assets under management.

Tax Services
Through the integration of your services, clients can take advantage of tax planning in designing their portfolios and minimizing their taxes. Individual tax returns are prepared by a Certified Public Accountant.