We wanted to welcome our newest member Ryan Midkiff with Raymond James Financial Services by spotlighting him this month. Ryan is a financial advisor who likes to help people reach/maintain their long-term financial goals and who genuinely cares about his clients.
He is looking to build up his clientele, and has worked hard to get to his position. Learning through assisting some of the best local advisors, he received his license in the beginning of 2018.
Ryan helps find solutions for retirees/people planning for retirement, families, and business owners and wants to help them plan out their financial goals no matter how simple or complex they can be. He uses risk software that determines your risk tolerance in a quantitative way. Then he will continue to monitor your goals and give advice through different scenarios to help keep them in reach.
“It’s important for our clients to understand our values and process,” says their Facebook page. “Getting to know you is important. This not only helps us identify risk tolerance, suitability, and lifestyle; but we also build a rapport.”
If you are ready to plan out your finances and keep yourself secure, give him a call.
The services provided and his business card are below:
Business Retirement Plans: 401k, SEP IRA, & SIMPLE IRA
Self-Directed Retirement: Traditional IRA & Roth IRA
Principal Protection: Annuities, Life Insurance, & Long-Term Care Insurance
College Savings Plans
Trust & Estate Services