THE RETIREMENT TEAM

My wife and I have been working with Ryan for over a year now and have been very happy with the retirement strategy he helped us put together. He has a detailed knowledge of the many investment options that are available and a unique ability to clearly explain how they work and which ones are the most appropriate for your current situation and future needs. He also provides an emailed summary of each session that is extremely helpful as you later work through the steps that were discussed. We have been very happy with the services provided and highly recommend Ryan as an advisor if you are nearing retirement or find yourself needing to reorganize your current investment strategy.

A few years ago, the company I worked for offered its employees a voluntary exit package which allowed me to take an early retirement. Not yet being 65 I needed advice on what to do with my 401K plus guidance managing my income due to me working part time for a few more years. I knew immediately the team was my choice to help me on my new journey because I felt I was part of the “team”. There was absolutely no pressure to join them, and I felt they truly had my best interest in mind. I told them what I wanted, and I feel they gave me the best path forward for my situation and plans. I have been more than happy with their knowledge and expertise and would recommend them to anyone.

Ryan has provided much guidance and assistance with all aspects of my financial situation. He is very responsive and answers all questions thoroughly. I’m very appreciative.