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
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.