Ryan Haley, Cfp® Email & Phone Number

Denver, Co, Us

Comprehensive Financial Planning & Investment Advisory Services, w/ an "outside-the-box" approach-Specialty Areas: ALTERNATIVE ASSETS (e.g., real estate, private placements, cash value life insurance, closely-held business), CREATIVE STRATEGY (e.g., financing, business, and tax planning techniques) and RISK MANAGEMENT (Life/Disability/Business Overhead Expense Insurance, in-depth Client Risk Profiling)-Typical Clients: Accredited Investors, business owners, real estate investors, and High Net Worth Individuals/families across the U.S. (potentially inc. Foreign Nationals w/ Green Card or certain Visas)-Technique: "Managing Across the Balance Sheet/P&L" (Aligning Assets & Liabilities, Income & Expenses) -Focus: CASHFLOW/Passive Income (both now AND in retirement), "TRUE DIVERSIFICATION" (across the spectrum of Traditional & Alternative Assets), TAX-EFFICIENCY (Depreciation/Interest Deductions, Tax-Advantaged Accounts), DEBT STRUCTURE OPTIMIZATION (rate/terms/amortization/Interest Tracing)I am a Self-Employed and independent CERTIFIED FINANCIAL PLANNER, Investment Advisor Representative (Series 65-licensed), and Life & Health Insurance Agent. Independent Contractor licenses with Velerity Wealth, LLC (independent Registered Investment Advisor firm) and Unbridled Wealth, LLC (Insurance Broker General Agency).

Denver, Colorado, United States

Advanced Financial Strategy, including: Investment & Tax Strategy, Asset Allocation, Insurance, and Business Consulting. Highly specialized in the use of extremely tax-advantaged funding vehicles for investments and business opportunities. Advise on the use of traditional and alternative asset classes, funded by optimally-structured cash value life insurance policies. Work with Accredited Investors, individuals, businesses, and non-profits on financial & tax planning and cashflow management for personal retirement plans, corporate benefits packages, passive income, risk mitigation, education funding, and estate planning needs.

A Better Way is a platform that integrates faith and business. We focus on personal testimonies to illuminate biblical truths in a practical business context. Media include books, blog articles, teaching, coaching, speaking engagements, and podcast interviews with Christian entrepreneurs and business owners.

In October 2017, purchased a quadruplex in Columbus, Ohio. Sold it in February 2020 for a total net return of 44% (over 28 months), Net Present Value (NPV) of $54,000, and 18% Internal Rate of Return (IRR).

Woodland Park, Colorado, United States

–Financial Modeling: Analysis in creating financial forecasts using LivePlan & Microsoft Excel–Business Model Generation Canvas (BMGC): Conceptual model for creating a business plan–LivePlan: Business presentation software for pitching investments and business ideas

Washington D.C. Metro Area

Vail, Colorado Area

Sales and merchant business development manager for The Dropp. Consulted with small businesses to grow sales, minimize vacancies and increase market share with a real-time mobile marketing application. The Dropp is a real-time mobile marketing service that matches limited-time, limited-quantity offers to local customers.

Residential sales agent, licensed in Virginia and DC

The Pentagon

Expeditionary Manpower Action Officer on Staff of Chief of Naval Operations, OPNAV N95 (Expeditionary Warfare Division Resource Sponsor), managing $4.5 billion annual Manpower appropriation and advising on funding prioritization decisions

Andar, Gazni, Afghanistan

Served as Officer in Charge (OIC) of a Tactical Document and Media Exploitation (TACDOMEX) team providing intelligence support for a US Army Infantry Battalion in Afghanistan as part of Operation Enduring Freedom (OEF)

San Diego, Ca

Fleet/operational helicopter pilot at Helicopter Antisubmarine Squadron Light (HSL)-41 and HSL-49 at NAS North Island on Coronado Island in San Diego, CA.

Pensacola, Florida Area

Student at U.S. Navy flight school; including Aviation Preflight Indoctrination (API), Primary Flight Training (flying T-34C TurboMentor turboprop single-engine fixed-wing plane), and Advanced Flight Training (flying TH-57B/C training helicopter).

Master Of Business Administration (Mba), Financial Management

Activities and Societies: Calvary Chapel worship team (drummer); Campus Crusade for Christ Bible study; Foreign Area Officer Association.

Graduate Certificate, Financial Planning

Chartered Financial Consultant (Chfc) Designation, Financial Planning And Services

Activities and Societies: The American College Penn Mutual Center for Veterans Affairs Scholarship Recipient

School Of Continuing Studies, Certificate Of Business Administration

Activities and Societies: Dog Tag, Inc. Fellowship Program

3Rd-Year Business School Completion, Business/Entrepreneurship/Finances

Degree In Biblical Studies

Bachelor Of Arts (Ba), Psychology

Activities and Societies: Sigma Phi Epsilon (SigEp/SPE); InterVarsity Christian Fellowship; NROTC;