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Mission Statement

Our firm’s collective capabilities and experience- together with our team approach- allows us to assess and offer you a wide-range of financial products and services.

Whether it’s developing a financial strategy, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, our mission is simple: to provide forward-thinking and cost-effective financial strategies to our valued clients.

The keys to our success are our professional excellence and integrity, and our constant pursuit of open communication and in-depth understanding of each of our client’s unique financial needs. Our associates’ credentials, experience and principled approach allows us to deliver on our promise of personalized service and provide an added level of comfort and confidence for our clients.

We look forward to helping you take control of your financial future.

We offer a variety of financial products and services that are designed to work towards helping you plan for, build and achieve a more stable financial future.

Investment Policy

Our investment strategy is to create 3 stages of retirement planning using securities suitable to our client’s short term, mid-term, and long term needs. With this approach we will strive to meet any needs for short term income as well as longer term planning for future needs.

Contact Richard Ryan if you have any questions or if you would like to schedule an appointment to discuss a financial strategy.

Office: 888-300-4975         Cell:  319-242-1086       Email:

Registered Representative, Securities Offered through United Planners Financial Services, Member FINRA/SIPC. Advisory through RDA Financial Network, a Registered Investment Advisor. United Planners and RDA Financial Network are not affiliated.