Ryan P. O'Connor, CFP®, RICP®, AEP®, CLU®
Wealth Management Advisor


Williams & O'Connor Financial Planning Group

Ryan believes financial security is about creating a personalized comprehensive financial plan that protects, grows and preserves income & wealth in all stages of life to maintain your lifestyle, accomplish your goals and have the peace of mind to focus on what you value most in life.  He works with individuals and businesses to help design, execute and monitor a plan in line with their values, to create a desired outcome.  Ryan believes that integrity, mutual respect, transparency, commitment, guidance and lifelong learning are the most important attributes of a trusted advisor.

Our Mission

We help people gain clarity by creating alignment with their values and financial goals so that we can effectively create, implement and manage a long-term financial plan to accomplish their vision of the future.

Our Approach

Your planning table might be empty, or it may be crowded and out of control. Our team can provide the advice you need and the support required to move your plan from concept, to concrete. 

Some advisors start with strategies. Some start with a specific solution. We start with a process that services your goals now, and in the future. Clear goals, smart solutions, solid implementation, and ongoing attention to your results. It’s a system that makes sense for goals that matter. Yours.

As a fee-based financial planner, I am compensated for the time and expertise put into designing and creating your personal financial plan. Under this fee structure, I have a responsibility to ensure your interests and goals are always put first.

Here’s How Tax Brackets Work

Tax brackets can be confusing but we can help explain how you can use them to estimate your tax bill. Read more here.

Steps for Financial Planning Throughout Your Life

Anyone can benefit from a mapping out a financial roadmap that shows you how to reach your financial goals. Read more here.

How Much Money Do You Need to Live Comfortably in Retirement?

The answer is different for everyone so your plan should focus on setting up the income you’ll need. Read more here.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck