Review Time
I connected with Ryan through LinkedIn and decided to shoot him a DM as this year was my first year having to deal with significant tax strategy. He explained everything in such a clear manner, which is super important to me as I like to self-educate on this topic. On top of the content he publishes, which is extremely easy to understand and utilize, Ryan will take the time to have a 1 on 1 to explain things in more detail which is invaluable. I highly recommend his service to anyone looking to gain a better grip on their financial strategy / personal finances moving forward!
I started partnering with Ryan about a month ago, and I can confidently say it's one of the best financial decisions I've made just after a few meetings. He has completely reshaped both my retirement and tax strategies. His depth of knowledge, responsiveness, and strategic mindset have already made a measurable impact. I only wish I had found him sooner. If you're serious about optimizing your finances, I highly recommend working with him.
I had been meaning to look into setting up my investment/retirement accounts for the longest but always ran into issues. Within minutes Ryan jumped right in to help me get it all set up, walk me step by step and Mande it feel easy. I definitely believe that it it wasn’t for his help and guidance, i probably would have not have my accounts set up and would also be missing out on a ton of tax savings like i had been in the past years. I would absolutely recommend that anyone needing guidance jump right in and give Ryan a chance to help you out, i was very reluctant to let anyone in to my finances but quickly realized i had made the right choice by reaching out to him.
Ryan is a consummate professional. I have a formal one on one with him to get some info on my mega backdoor. He explained to me the details so clearly and infact he even helped me navigate through my existing plan situation and selflessly advised on an action plan keeping my best interest in mind. I would recommend anyone to work with him and explore opportunities to grow. Wishing him nothing but the best!
The world of 401ks, roth iras, mega backdoors, backdoor conversions are all really confusing and because of that my wife and I weren't taking full advantage of everything that we could do.After meeting Ryan, we setup a Brokerage account with automatic monthly deposits that will cost average over time, we set up solo 401ks, did the roth ira conversion, and setup a megabackdoor account. Furthermore, we picked up tax credits that paid for his service in 1 fell swoop.Really happy with working with Ryan and suggest any entrepreneur with W2, 1099, or both income to work with him to optimize contributions.
RYAN is GOLD!! Always available and responsive. He gets back to you promptly and gets on a call as you need. I have used other financial planning resources and planners and Ryan is by far the best I have had. Don't think twice and give him a chance. You would be as happy as I am.
Ryan has been super helpful from day 1. He helped me re-allocate my portfolio that will help maximize wealth in the long run. Once my financial situation becomes more complicated I have faith Ryan will be there to help navigate those complexities to optimize tax strategies and ensure we can maximize the amount of money that goes into my pocket. Highly recommend his services to anyone on the fence!
I followed Ryan’s content online for a while and his posts really hit home. Ryan is not one of those “finance bros” out there talking about setting up passive income, timing the market, skipping your morning coffee, or optimizing your credit card points. Ryan is about meeting you where you are and looking for small tweaks that pay big dividends over time. I signed up for the free group and action call and, after that first conversation, I learned that with a few minor adjustments I could make some strong headway toward retirement on my terms. No pressure from Ryan at all, but I decided to make the jump into his paid Financial Coaching community. It was less expensive than the fee-based advisor I used to use, and I have more access to Ryan and the other like-minded individuals in his Coaching group. After a second call, I have gone from what I now see as C+ financial planning to probably an A- or solid A. And I didn’t even have to cut out my weekly latte or avocado toast.
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