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Webinar: Claiming Social Security: Strategies for Approaching Retirement

Meet Ryan Sheffer, CFP®

 

(800) 444-1053

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About Ryan

Ryan is dedicated to helping people reach their financial goals. As a financial adviser, he takes a comprehensive approach to wealth management, incorporating all elements of his clients’ financial lives into personalized financial plans, including investment portfolio advice, retirement planning, tax strategies and saving for college.

Before joining Advance Capital, Ryan was employed by Merrill Lynch. He is a CERTIFIED FINANCIAL PLANNER™.

Ryan graduated from Michigan State University with a BA in Economics. He also received his MSF in Finance from Walsh College. He is a member of the Financial Planning Association and the Western Michigan Estate Planning Council.

Connect with Ryan on LinkedIn

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Specializations

  • Retirement Planning
  • Tax Planning
  • College Planning
  • Estate Planning
  • Investment Portfolio and 401k Advice & Monitoring
  • Social Security
  • Medicare
  • Insurance & Risk Management
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Qualifications

  • CFP® (CERTIFIED FINANCIAL PLANNER™)
  • BA in Economics from Michigan State University
  • MSF in Finance from Walsh College

ADVISER Q+A

How do you explain your role to people who are not in the industry?

Were there any particular learning experiences that prepared you for this role?

What influenced your decision to join Advance Capital?

Describe the importance of client education in your process.

What do you find most rewarding about your work?

FUN FACT!

Ryan played hockey competitively from the time he could walk to when he graduated high school. The physicality and speed of the game taught him the importance of discipline and teamwork, the same principles he applies to his work today.