Financial Planning Resource Library
Financial Planning Resources at Your Fingertips
Make financial planning a breeze. Let us be your resource for all things related to your finances.
With topics ranging from estate planning to education savings to Roth strategies, our team of financial planning experts have developed a variety of resources to help educate you as you elevate your financial plan.
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All resources are not intended to be a specific recommendation and are provided for informational purposes only, is not complete, and does not contain material information about making investments in securities including important disclosures and risk factors. Under no circumstances does the information on this website represent a recommendation to buy or sell stocks, bonds, mutual funds, exchange-traded funds (ETFs), other securities, or investment products. All resources have been updated for the year 2022 and are subject to change. Please reach out to an Aldrich Wealth advisor if you have additional questions.
Estate Planning and Charitable Giving
Aldrich Wealth’s Financial Planning Team
Director of Financial Planning
Tawny Ramones, CFP®, CPA, CEPA®
Aldrich Wealth LP
Tawny Ramones specializes in comprehensive financial planning for individuals, families, and business owners. As Director of Financial Planning, she helps clients evaluate the financial impact of important decisions and develop strategies related to retirement, business transitions, insurance, estate planning, and wealth transfer. She works with clients on a variety of complex planning matters, including business… Read more Tawny Ramones, CFP®, CPA, CEPA®
Tawny's Specialization
- Financial planning
- Wealth management
- High-net-worth individuals
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER™
- Certified Exit Planning Advisor®
Partner + Director of Aldrich Wealth Family Office
Abbey Rollins, CFP®
Aldrich Wealth LP
Abbey Rollins joined Aldrich Wealth in 2007 after five years at a traditional brokerage firm. She was drawn to the firm’s commitment to personal financial planning, an area not emphasized in the brokerage industry. Soon after joining Aldrich Wealth, Abbey earned her CERTIFIED FINANCIAL PLANNER™ practitioner designation (CFP®) and helped expand the firm’s financial planning… Read more Abbey Rollins, CFP®
Abbey's Specialization
- Hight-net-worth families, business owners, and medical practitioners
- Series 66 security exam
- Certified Financial Planner™
Senior Financial Planner
Jarrod Brooksher, CFP®
Aldrich Wealth LP
Jarrod is committed to helping high net worth individuals and families make confident decisions through life’s most pivotal financial moments. Since beginning his career in 2016, he has built nearly a decade of experience developing thoughtful, strategic financial plans tailored to each client’s unique goals and circumstances. His passion for financial planning is rooted in… Read more Jarrod Brooksher, CFP®
Jarrod's Specialization
- Financial planning
- Wealth management
- High-net-worth individuals and families
- CERTIFIED FINANCIAL PLANNER™
