01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We strive to have regular face to face meetings with you to present and review our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

 

Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings is very important, prudent financial planning goes beyond the realm of just saving and investing. The sooner you understand the role of...
 

Financial Planning for Business Owners

When you are full of ideas for starting a new business, all you can see is what’s going to happen tomorrow. The thought of having their vision turned to reality often blinds new entrepreneurs to that all-important question: Does it all makes sense financially? While passion is key to turning vision...
 

Succession Planning for Business Owners

When entrepreneurs start a business, the last thing on their minds is succession planning. Most business owners spend a lot of time – as they should – on operations plans, marketing plans, capital-spending plans, maintenance planning, staffing plans, etc. However, if you’re business becomes one of...

Experience

Michael Ryan

President, MT Ryan Inc.

Michael has been a financial consultant for the past 27 years. MT Ryan Inc. was founded in 2005 as an Advisory Firm that specializes in working with small business owners, small company retirement plans and transition planning. In addition to nearly three decades of implementing conservative investment management strategies, Michael has a full range of experience in corporate finance, employee benefits, transition planning, mergers, and executive compensation. He has consulted with business owners on exit strategies and preparing for the sale of a business, tax strategies, and conservative asset management. He has been instrumental in the startup of several successful small businesses in Orange County, CA and has specific training and experience in the area of business mediation. Michael has a Bachelor’s of Science degree in Human Resource Management from Brigham Young University – Hawaii, and is a member of the International Association of Business Mediation Consultants, IABMC.

We manage assets for individuals and families, providing investment management, and financial planning services.

Blogs

Children sitting on a bench together.

Business Owners’ Personal and Family Security Risks

Michael Ryan |
Categories
Lifestyle
Risk Management
Accumulating wealth turns out to be a double-edged sword for business owners. It certainly has its privileges, but it also comes with additional risk exposures. In a 2011 Zogby survey, 92 percent of people with a high new worth indicated concerns over the possibility of home invasions, muggings, kidnapping, and even random street crimes. Not mentioned widely was the ever increasing risk of cyber crime, which can do serious financial, reputation and identity damage. One...
how-to-save-money

10 Ways to Save Money

Michael Ryan |
Categories
Education
Finance
Savings
While it may not seem so, there are a lot of painless ways to save money. Not just for those who have a limited cash flow, but also for those with plenty of surplus cash who will appreciate ways to cut back on monetary waste. Here are just a few things you can do to save: 1. Use cashback rewards credit cards. While most cards on the market today offer some level of cash back...
finance-business

Financial Management Tips

Michael Ryan |
Categories
Finance
There are a variety of financial management tools and applications available today that can be used to help you manage your money. From software applications to phone apps, there’s no shortage of help available. Unfortunately, those apps and software programs can only do what you set them up to do. And all the apps and software products in the world will make no difference in your financial situation if you don’t do the following: 1...