Delivering The Value --- Providing and implementing comprehensive solutions, I remain actively engaged in monitoring your plan so we can recommend adjustments that may be relevant as your intentions evolve or change.
STATEMENT OF VALUE People choose to work with me because I serve them with integrity, develop relationships built on trust and help them create a vision for their financial lives.
What this means is that I will show a genuine interest in what you care about and share a process that will help you protect and preserve your lifestyle, assets and loved ones.
I am confident that by working through the four phases of Strategies for Success, I can create a workable and beneficial plan for your financial future. Such a plan will help you to meet both your personal goals and financial obligations as you travel through the journey of life.
The greatest benefit I can create is the confidence; clarity and peace of mind you will feel striving to achieve your full potential, while honoring the commitments you have made to the people who matter most in your life.
My PROCESS OF CREATING VALUE One of the ways I provide the value of expert guidance to you is through my affiliation with Regal Securities. What this means is I have access to world-class companies and specialists who could provide innovative solutions in the area of financial planning.
WHAT IS IMPORTANT TO You? Financial life planning helps you answer this question, prioritize your objectives and prepare financially to accomplish them. Helping you with the financial side of achieving what is important to you is central to everything I do. I am able to assist with the following:
Planning for retirement Creating an income during retirement Funding an education
Maintaining or enhancing your lifestyle Preparing for a major purchase Protecting your family or income
Through these relationships, I can serve you and your planning needs by providing a choice of quality companies, products, and services. At the heart of my process is Strategies for Success, which provides effective results through these four phases:
Discovering Your Intentions -- Clarity of what you want, why you want it, and prioritizing your intentions and goals.
Creating the legacy you want to be remembered by
Diagnosing Your Position — Identify, understand and evaluate your key challenges, opportunities, resources, and experiences-evaluating the best ways to accomplish your desired outcome. Designing Personal Solutions - Developing ideas and strategies aligned with your intentions, establishing decision making criteria, and introducing and exploring alternative approaches.
Ryan Smith, RFCR
Ryan Smith Financial Services Financial Life Planner
QUALIFICATIONS I am a graduate of the University of Emporia State, School of Business, with a Management degree. I have been helping clients achieve their financial and insurance goals since 2006, when I graduated from the University of Emporia State with a Bachelor of Science in business management. In 2006, after completing the extensive curriculum required, I earned the Series 7 and Series 66 licenses along with Life and Health licenses. In 2008 I achieved my RFC® professional designation. I also earned the mortgage originator license.
PERSONAL INFORMATION I reside in Marysville, Kansas with my wife Kelsey, I give back to my community by serving as past president of the Marysville Rotary Club, Marysville Kiwanis Club and the Marysville Main Street program. I have been treasurer of our local Knights of Columbus chapter since 2010. I have been president and treasurer of my collegiate fraternity's alumni board since 2012. I serve as chairman of Marysville's Chamber of Commerce ambassadors committee. I also serve on the board of the Marshall County Partnership for Growth, Inc. I co-founded Marysville's Junior Achievement program for grades kindergarten thru 8th grade. I have enjoyed organizing Marysville's community Easter egg hunt since 2006 for the kids around the area. I have coached junior high boys basketball since 2006. My interests outside of work include playing basketball, running, walking, hunting, fishing, reading, golfing and traveling.