Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Sandra Ramos
President, Bright Acquisitions LLC
Sandra is a financial advisor with over 18 years of experience in business development and consulting for small business owners. Over the years as an intermediary, she has cultivated relationships, served as liaison for both buyers and sellers, and collaborated with Private Equity Groups, Investment Bankers, Institutional Investors, and Family Offices. In addition, she’s had a successful IT career with the Department of Defense; and holds a Top Secret Clearance designation. She is also licensed in life and health, property and casualty insurance, a College Funding Advisor, and a Certified Information Security Manager (CISM).
Her years of cultivating relationships have allowed her to recognize “points to ponder” before retiring; which has driven her to become a reliable information resource for people approaching that stage in life.
She has earned both a Bachelor of Science degree in business administration with a concentration in Accounting and a Master’s Degree in Human Resource Management from Troy State. Her free time is spent with her husband and two adorable grandchildren. She likes reading novels, beach bumming, walking, and traveling to various jazz festivals. She resides in Millbrook, Alabama.
Sandra is also a Medicare specialist. If you’d like to view our Medicare Guide, please click below.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.
