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About Us
The experienced professionals at The Hoskins & Ramirez Group can help provide clarity to your financial objectives and direction toward your goals. Our guidance is delivered with a level of integrity and reliability that keeps your needs at the forefront. As an independent firm, we have no proprietary products to sell and no sales quotas to meet, which means you receive recommendations that are unbiased.
We welcome the opportunity to speak with you about your needs and objectives and the potential benefits of working with the financial professionals at The Hoskins & Ramirez Group.
Andrew W. Hoskins, CRPC®
Andrew relies on his combined experience of 30 years as an entrepreneur and securities industry professional to provide financial and wealth management advice and services. He specializes in total portfolio guidance with an emphasis on portfolio management, asset allocation, and diversification strategies. He is focused on providing exemplary services to high net worth individuals and their families. A graduate in Economics from Florida State University, Andrew joined LPL Financial in 2009, coming from Merrill Lynch where he worked as a Senior Financial Advisor for ten years. He also was named 2012 and 2013 Five Star: Best in Client Satisfaction Wealth Manager as shown in the well recognized Sarasota Magazine*. Earning the Chartered Retirement Planning Counselor designation from the College of Financial Planning, he leads the Investment & Portfolio Management Division for The Hoskins & Ramirez Group.30
*2012 and 2013 awards based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction.
Ivan A. Ramirez-Ramirez, JD, CRPC®
Ivan relies on his combined experience of 20 years as an Estate Planning and Contracts Attorney, entrepreneur and securities industry professional to provide financial and wealth management advice and services. He specializes in wealth management services to address the planning aspects of clients' financial lives. A graduate in Finance from the University of Puerto Rico School of Business, earned a Juris Doctor from the Interamerican University of Puerto Rico School of Law and worked for six years as an attorney at law, Ivan joined LPL Financial in 2009, coming from Merrill Lynch where he worked as a Financial Advisor for five years. He also was named a 2012, 2013 and 2014 Five Star Wealth Manager as shown in the well recognized Sarasota Magazine* and represents 4% of wealth managers of the Sarasota area. Earning the Chartered Retirement Planning Counselor designation from the College of Financial Planning, he leads the Wealth Management & Planning Division for The Hoskins & Ramirez Group. Ivan is also fluent in both English and Spanish.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013 or 2014 Five Star Wealth Managers.
We help our clients build a foundation for their financial future. They appreciate the level of attention and service we provide, and our commitment to building longstanding relationships based on trust.
- Address
- 9040 Town Center Parkway, Lakewood Ranch, FL 34202
- ivan.ramirez@lpl.com & andrew.hoskins@lpl.com
- Website
- hoskinsramirezgroup.com
- Phone
- 941-552-7880
Our Services
No single investment strategy or financial plan works for everyone. Our goal is to deliver highly individualized service that effectively addresses the complexity of your financial situation. Will analyze where you are financially, where you want to go, and what matters to you the most. We can then tap our knowledge and resources to develop a strategic plan for your vision of the years ahead. Our level of service ensures that your questions are answered and that you have a thorough understanding of our recommendations. Contact us today to discover the value of our experience, unbiased advice and personal service.
Our 4 Step Financial Advisory Process
Step 1: discovery - Before we get down to crunching numbers, we’ll talk about the things that are most important to you — family, community, pastimes, church. We’ll ask a lot of questions about what you’re really thinking, feeling, worried about; your experiences with money; and what you’ve accomplished so far. Together we’ll figure out where you are now.
Step 2: planning - Based on what we discuss in the Discovery phase, we will assess your personal situation, gauge where you are now relative to your life goals and priorities, and consider what gaps exist. We will weigh the financial implications of each goal we discuss and construct the framework for a plan that supports them.
Step 3: solutions - A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life. During this phase, we will recommend specific solutions to help match each of your goals. This is where we implement your customized plan.
Step 4: monitoring - Just when you make plans, life happens — and events large or small can change everything. The monitoring stage incorporates tracking systems to keep your plan on target. We’ll help you plan for the unexpected, anticipate change, and adjust your plans over time, as necessary.
