Who We Are:


John Ryan, CFP®, and our team assist Fee-Only planners nationwide with every aspect of life, disability and long-term care insurance planning for their clients:  

  • Needs assessment 
  • Evaluating existing coverage 
  • Obtaining and analyzing insurance quotes
  • Making recommendations 
  • Efficiently moving clients through the underwriting process

In making insurance product recommendations, over 100 companies’ products are considered. Additionally, a network of industry advisors is available to help solve more complicated planning issues.

We provide ongoing education for advisors through monthly web conferences.

We are a NAPFA Resource Partner and have been working with NAPFA  members since 1983. We are the administrators of the NAPFA Group Long Term Disability Plan.