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 Osaic Wealth, 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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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.