WILLIAM F. RYAN, JR., CLU, ChFC
Hello, and welcome to the WFR Financial Planning & Insurance website. My name is William F. Ryan, Jr., and I am an independent Financial Advisor. As an Investment Advisor Representative (IAR) of Royal Alliance Associates, Inc., I act as a Fiduciary and practice the Best Interest Standard. I hold Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) professional designations from the American College in Bryn Mawr, Pennsylvania.
Having been in the financial services industry for many years, I have experienced bear market down turns as well as bull market up turns. Although I cannot guarantee future performance, many of my clients have found that tenacity, perspective and staying the course have proven very important in achieving their goals.
Helping you plan success is exciting, so let's get started!
I encourage you to click on "Contact Us" on this page to arrange for a complimentary initial meeting. You will be happy that you did!
Thanks for visiting and I'll look forward to meeting with you!
Calculators
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?