After 10 years of working for a family Life Care Planning company, I wanted to see what I could do on my own, so I ventured into the world of financial advising. It was a perfect fit because financial advising is based on deep relationships and should be performed with honor and integrity. All things I believe in deeply. As a Cofounder of Capital South Wealth Management and a CERTIFIED FINANCIAL PLANNER™, my goal is to address every situation on an individual basis, depending on the complexity of the particular needs of that person. Some need complete financial coordination to help pursue their goals, while others only need product strategies (insurance or a college savings plan for children or grandchildren). I also lead Capital South Wealth Management's SPECIAL NEEDS PLANNING division by applying my understanding of the challenges facing families with individuals who have disabilities. Comprehensive Financial Planning for these families and their loved ones is very hands-on and requires attention to detail. Leveraging our team with my knowledge from 10 years in the life care planning industry, we strive to safeguard the government benefits these individuals so desperately need, while enhancing their quality of life through SPECIAL NEEDS TRUST asset management.Advisory services offered through Capital South Wealth Management LLC, a Registered Investment Adviser in the state of Louisiana.6513 Perkins Rd. Suite 106Baton Rouge, LA 70808.Thank you for visiting my page! If you’d like to contact me, email me directly ryan@capitalsouthwm.com