Phinancial Guy
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I've been A financial advisor since '01, and A dad since '05.

I've been going to shows since '92.

My name is Bill. 

 

I love working with nice people.

 

Three things matter most to me; my family, my clients, and live music. The @PhinancialGuy concept is my attempt at bringing these things together.

My mission is to help people who share my love for live music to reach their financial and retirement goals. Maybe along the way, I'll end up with a few more brothers and sisters.

 
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I make maps

(well, not really, but keep reading and you'll see)

I view my role in my clients' financial lives as similar to the folks standing at the soundboard at a show. Their job is to make sure the band looks and sounds as good as possible. They take the product of the band's years of practice and hard work and turn it into something they can present to the world. They are a silent partner in the delivery of the band's message and the realization of their success. Similarly, my role in my clients' lives is to help them make something of their years of hard work. Working, collecting a paycheck, and saving some money is a good start, but it's not until the fruits of these efforts are synthesized into a long term financial plan that a client can realize their true potential. If you don't care about going anywhere in particular, then you can take a wrong turn on the wrong path and it won't much matter. Life is a journey, and not a destination, but it helps make that journey a lot more enjoyable if you have a road map. 

I don't sell financial products, or actual maps. Instead, I help you design and follow your own personalized financial road map.

 

 

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Here's how our technology puts your whole financial life at your fingertips!

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Disclosures

 

Advisory Services offered through Ryan Financial Advisors, Inc., registered investment adviser under the Investment Advisers Act of 1940. The material on this site is for informational purposes only and does not constitute an offer or solicitation to purchase any investment solutions or a recommendation to buy or sell a security nor is it to be construed as legal, tax or investment advice. Additionally, the material on this site does not constitute a representation that the solutions described therein are suitable or appropriate for any person and Ryan Financial Advisors, Inc. does not accept any liability with respect to the information. 

At certain places on our website we offer direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Ryan Financial Advisors, Inc. We does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional.

Ryan Financial Advisors, Inc. is registered with and subject to the rules and regulations of the U.S. Securities and Exchange Commission (SEC). Ryan Financial, Inc. is a broker-dealer registered with FINRA, the U.S. Securities and Exchange Commission (SEC), and Municipal Securities Rulemaking Board (MSRB). The SEC publishes websites containing information and resources designed to educate investors. In addition to educational materials about the municipal securities market and municipal securities market data, the MSRB website includes an investor brochure describing protections that may be provided by MSRB rules, including how to file a complaint with the appropriate regulatory authority. For more information, visit www.sec.gov and www.msrb.org.     

Past performance is no guarantee of future results.

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