Artwork

Content provided by Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Ryan Savage CFP®, Savage and Associates- Planning for the long term

1:02:44
 
Share
 

Manage episode 357424512 series 2895276
Content provided by Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Episode 87 - Having grown up around the business, Ryan has long desired to join Savage and provide his clients with the best service and expertise possible. After graduating from Michigan State University, Ryan began in 2019 and worked alongside his father, Sean. Ryan is focused on serving the next generation of Sean’s clients while building his practice. His focus is to help clients develop the financial skills necessary to allow for successful planning over the long term. In May of 2022, Ryan achieved CFP® certification, the standard of excellence in financial planning. By Achieving CFP® certification, Ryan has demonstrated expertise and is committed to serving his clients to the highest standard.
Learn more about Ryan Savage here: https://savageandassociates.com/ryan-savage/
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

See omnystudio.com/listener for privacy information.

  continue reading

110 episodes

Artwork
iconShare
 
Manage episode 357424512 series 2895276
Content provided by Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Episode 87 - Having grown up around the business, Ryan has long desired to join Savage and provide his clients with the best service and expertise possible. After graduating from Michigan State University, Ryan began in 2019 and worked alongside his father, Sean. Ryan is focused on serving the next generation of Sean’s clients while building his practice. His focus is to help clients develop the financial skills necessary to allow for successful planning over the long term. In May of 2022, Ryan achieved CFP® certification, the standard of excellence in financial planning. By Achieving CFP® certification, Ryan has demonstrated expertise and is committed to serving his clients to the highest standard.
Learn more about Ryan Savage here: https://savageandassociates.com/ryan-savage/
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

See omnystudio.com/listener for privacy information.

  continue reading

110 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide