What We Do

Ryan Poage & Co. manages investments and provides the full spectrum of financial planning and wealth management services, including:

Investment Management

Done in-house, holds itself accountable, doesn’t outsource to cookie-cutter programs.

We Offer Strategies For:

  • Growing Assets in Pre-Retirement Years
  • Minimizing Risk in Years Right Before Retirement
  • Living Off Portfolio in Retirement Years

Financial Planning

Projections For:

Retirement contributions
Retirement income
Determining the probability of not running out of money
Social Security analysis
College savings strategy planning

Risk Management

Life, Disability, & Long-Term Care insurance needs analysis to protect family.

Independent agents able to procure coverage from virtually all major carriers.

Wealth Management

Strategies For:

  • Reducing estate taxes
  • Passing wealth to family
  • Charitable giving