Ramona Rechtin
Financial Advisor in Florence, Kentucky
A financial advisor with 25 years of experience helping families across Northern Kentucky build a comprehensive, long-term plan aligned with their goals and risk tolerance.
25 Years
Of advising experience
Finra Registered
FINRA 7, 63, 65 registered
Independent
Fee-Based Services
Local
Northern KY & Cincinnati
Trust-First
Long-term relationships
Serving Northern Kentucky With 25 Years of Experience
Ramona Rechtin is a financial advisor in Florence, Kentucky, with 25 years of experience, who has built a practice where trust is at the forefront of everything she does with clients.
For Ramona, trust is the most important characteristic of a good financial advisor, and it shapes how she works. To build a solid plan, she starts by understanding your wants, needs, and desires. That means listening first, so the plan reflects your real priorities rather than assumptions, and so you can feel confident in the direction you are heading together.
With 25 years of experience, Ramona understands the importance of long-term investing with an asset allocation that lines up with your tolerance for risk and your expectations. At Mueller Financial, an independent firm, she helps clients create or clarify their goals, build a plan created to help reach them, and reassess through every life event so they can better stay on track toward what they set out to achieve.
Ramona serves individuals and families throughout Northern Kentucky, meeting in person or virtually. Her invitation is a simple one: give her a call if she can assist you and your family. She and the Mueller Financial team are there to serve, and to provide steady guidance you can count on year after year.
Services Ramona Provides
Ramona helps clients in Northern Kentucky coordinate the moving parts of their financial lives into one clear, written plan, from helping build retirement income to managing investments and collaboration in preparing an estate.
Retirement Planning →
A written plan that can help turn savings into tax-aware income throughout retirement.
Investment Management →
Portfolios built around your goals and risk tolerance, then monitored and adjusted as markets and life change.
IRA Planning →
Guidance on contributions, distributions, and account structure to help your retirement savings work efficiently.
Rollover IRA Guidance →
Assistance reviewing all options available in order to decide whether and/or how to manage a former employer's plan to help it fit your goals.
Roth Conversion Analysis →
Analysis of whether converting to a Roth fits your tax picture, and how to time conversions across your timeline.
Estate Planning Coordination →
Coordination with your legal and tax professionals to help protect your legacy and pass assets on with intention.
Areas Ramona Serves
Ramona works from Mueller Financial's office in Florence, Kentucky, and serves families throughout Northern Kentucky and Greater Cincinnati, meeting in person or virtually wherever it is most convenient. A sampling of the communities she serves:
Florence, KY
Union, KY
Erlanger, KY
Independence, KY
Fort Mitchell, KY
Covington, KY
Newport, KY
Hebron, KY
Boone County, KY
Kenton County, KY
Let's Build Your Plan
Whether you are years from retirement or already there, Ramona Rechtin can help you put a clear, written plan in place. Reach out for a no-pressure conversation about your goals.
Frequently Asked Questions
How does Ramona Rechtin work with clients?
Ramona Rechtin builds her practice around trust, starting by understanding your wants, needs, and desires before recommending anything. Ramona works at Mueller Financial, Inc., an independent firm, and helps you create or clarify goals and build a plan created to help reach them. For details on the standard of care that applies to your specific accounts, Ramona will walk you through it during your first meeting.
What are Ramona Rechtin's credentials and licenses?
Ramona holds FINRA Series 7, 63, and 65 registrations and brings 25 years of experience to her practice. Securities are offered through Parkland Securities, LLC, and advisory services through Sigma Planning Corporation, a registered investment advisor. You can verify Ramona's background anytime on FINRA BrokerCheck at brokercheck.finra.org.
Where is Ramona Rechtin located and what areas does she serve?
Ramona works from Mueller Financial's office at 6900 Houston Road, Suite 31, Building 700, in Florence, Kentucky. Ramona serves clients throughout Northern Kentucky and Greater Cincinnati, including Union, Independence, Covington, Erlanger, and the surrounding communities, and meets with clients both in person and virtually.
What is Ramona Rechtin's approach to working with clients?
Ramona builds her practice around trust. She starts by understanding your wants, needs, and desires, then helps you create or clarify goals and build a plan to reach them. With 25 years of experience, she focuses on long-term investing with an asset allocation that fits your tolerance for risk, and reassesses through every life event to keep you on track.
Who does Ramona Rechtin typically work with?
Ramona works with individuals and families across Northern Kentucky and Greater Cincinnati who want a trusted, long-term relationship with their advisor. Many value her 25 years of experience and her focus on aligning investments with their goals and comfort with risk, and on reassessing the plan as life changes.
How do I schedule a consultation with Ramona Rechtin?
You can schedule a consultation by calling Ramona's office at (859) 918-6750 or by using the contact form on the Mueller Financial website. Your first conversation is a no-pressure chance to talk through your goals and see whether Ramona's approach is a good fit for you and your family.