Shawn Ryan

Financial Advisor

Phone: 315-288-8022

Click here to send Shawn an email

SHAWN RYAN

Financial Advisor

For individuals, families and businesses

SPECIALIZING IN:

Retirement planning and wealth accumulation

MISSION STATEMENT

Wealth management isn’t just for the wealthy and no one is more important than anyone else. I operate knowing that each client has unique economic and life situations. I enjoy helping families and business owners turn their dreams into realities by reaching their financial goals. My experience, education and training along with IBN Financials’ resources allow me to assist clients by identifying priorities and pursuing suitable measures to help satisfy those concerns.

EXPERIENCE / QUALIFICATIONS

• I have been a retirement and wealth manager, licensed in New York, since 1990
• Licenses currently held: Series 6, 63, life, health & property and casualty
• Qualifying member of the Million Dollar Round Table (MDRT),
• MDRT is a  global, independent, premier association of financial professionals.
• Bachelor of Science Degree in Business and Public Management
• Associate in Science Degree in Business Administration

FINANCIAL SERVICES

• 401(K)/403(B) Rollovers
• Asset Allocation Strategies
• Business Insurances
• Education Funding Strategies
• Estate Conservation Strategies
• Investments
• IRA Consolidation & Rollovers
• Lump Sum Pension Distribution
• Mortgage Protection (through life & disability insurance)
• Pension Payout Alternatives
• Pension Transfer
• Retirement Funding Strategies

PRODUCT SOLUTIONS

• 401(K) & 403(B) plans, SEP/Simple, Keogh
• Annuities, (tax sheltered, fixed and variable)
• Money Market
• Disability income insurance and long-term care insurance
• IRAs, (Traditional & Roth)
• Life Insurance, (Whole, Term, Universal, Variable Universal)
• Mutual Funds