Advisors Who Put You First

About Seven Oaks Financial Planning

Do you want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing everything you need to in order to achieve financial independence? Do you want to have more time and freedom for the things you enjoy? You can.

michael-ryan-cpaWhatever your current situation, financial concerns have an impact on your life and relationships. I can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.

I grew up on a small farm in West Tennessee. My father named it Seven Oaks due to the large oak trees around the house. It was on that farm that I learned most of the really important lessons of life. I learned the value of hard work, the importance of helping one’s neighbors, and the absolute necessity of maintaining integrity in dealing with others. These are the types of values I have incorporated into my financial planning practice, and the reason I named my practice Seven Oaks Financial Planning.

Following college at the University of Tennessee I entered the United States Air Force where I served as a pilot. Following my tour in the Air Force, I became a pilot with USAirways. I flew for USAirways for nearly thirty years prior to becoming a financial advisor. I had long planned to enter this field, and have spent much time and energy preparing myself. During my aviation career I acquired an MBA degree from Southern Illinois University and completed the two year financial planning course at the College of Financial Planning in Denver, Colorado. I passed the board exam offered by the Certified Financial Planner Board of Standards and have met all of the requirements to be awarded the Certified Financial Planner (CFP®) designation. I recently upgraded my tax knowledge by taking a course from National Tax School, and I strive to stay abreast of the tax code by reading various bulletins and publications.  I have also passed the Series 65 exam required of financial advisors and am registered as a financial advisor in the state of Tennessee. I believe that I have a good grasp of financial planning concepts and am in a position to help others achieve their financial goals.

I began saving and investing over 35 years ago. Over those years I have been a keen market observer and have watched as the market, and my investments, have moved both up and down in value. Over the course of my investing life I have made some good moves and a few bad ones. In both cases, I learned. I now believe I can help others learn, and perhaps, avoid some of the common pitfalls we all face as we plan for life’s financial flight path. Investing is only one of the financial challenges we face today, so if you would like to discuss some of the financial issues you are facing, contact me for a free consultation.

When you work with us, you can expect:

Straight talk. We don’t sell any financial products nor do we receive any commissions. As fee-only financial advisors, our only compensation is what you pay for our professional advice. Our complete focus is on what is best for you.

All-inclusive approach. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that we pay a lot of attention to areas of your financial life that are often overlooked or ignored by other “financial planners.”

Access. Life is constantly changing. For one annual retainer fee, you can meet with us or speak to us often as is necessary to help you accomplish your financial goals.

Value for your money. We are committed to providing value that exceeds our fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than he charges you?

The highest professional standards. We are committed to The ACP Pledge to Clients—your assurance of receiving the ethical and professional treatment you deserve.

Would you worry less with a professional fee-only financial advisor on your side? Contact us to learn more about the financial strategies that will help you achieve your goals.