Comprehensive, Industry-leading Financial Planning

Retirement and Social Security planning, pensions, charitable giving, tax mitigation strategies, estate planning... we can do it all.

Ryan Morrissey has compiled 17 years of financial planning and investment management experience and has an advanced team behind him to deliver a comprehensive financial planning analysis. Ryan works with each client personally to discover what is most important to them and then develops a financial plan that addresses their needs.

All financial planning clients receive a written financial plan, financial plan summary, and financial plan implementation schedule. Ryan often works with his client’s attorneys and accountants as a team to help the clients implement his recommendations in the best way possible. He also has a vast network of attorneys and accountants to refer clients to if they don’t have one in mind. Once the planning process is complete Ryan can help the client manage their investments, for an additional fee, or the client can manage their investments on their own.

 

How the planning process works?

STEP-BY-STEP

Establishing & Defining the Relationship

 

We will mutually establish the scope of the engagement, the cost, and time table for delivery.


Data
Gathering

 

We will mutually define your personal and financial goals, needs and priorities that are relevant to the scope of the engagement before any recommendation is made and/or implemented.


Analysis

 

We will analyze the information to gain an understanding of your financial situation and then evaluate to what extent your goals, needs, and priorities can be met by your resources and current course of action.


Developing & 
Presenting
the Plan

 

This represents the very heart of financial planning. It is at this point that using both science and art, we formulate the recommendations designed to pursue your goals, needs, and priorities. We will present these to you and once they are acceptable to you we will provide you the written plan and a plan summary to keep.


Implementing
the plan

 

We will mutually agree on the implementation responsibilities consistent with the scope of engagement. You are responsible for accepting or rejecting recommendations and for retaining and/or delegating implementation responsibilities. If there are conflicts of interest, sources of compensation or material relationships with other professionals or advisers that have not been previously disclosed, such conflicts, sources or relationships shall be disclosed at this time.


Monitoring

 

We shall mutually define monitoring responsibilities. If we are engaged for monitoring, we shall make a reasonable effort to define and communicate the monitoring activities we are willing and able to provide.

 

Financial Planning Cost:

Flat Fee: $1000-$50,000
(quote will be provided after consultation)

Hourly: $200-$400 per hour (depending on the complexity and number of team members involved)

 

Services Provided

Retirement Planning
Investment Management
Retirement Income Planning
Insurance Planning
Tax Planning
Business Retirement Plans
Coordination with Attorneys and CPA’s