Michael Ryan (CFP®, MBA)

Michael Ryan focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Seven Oaks Financial Planning is a holistic, fee-only planning firm.  I specialize in helping middle and upper income families identify and reach their financial goals as well as avoid the pitfalls of the financial market place.  I help educate them about financial issues and help them live the richest life possible.  I operate from a fiduciary position with my clients and place their interest above my own.  I strive to offer my clients more value than my fee.
The majority of my clients are married and within 10 to 15 years of retirement.  They are concerned that they have the right asset allocation and that they are being good stewards with their money.  They want to know that they are on track to meet their retirement needs.  We work together to find that asset mix that is right for them; that insures their money is working hard for them yet is exposed to no more risk than is absolutely necessary.  As a holistic planner I take their entire financial picture into account and work to insure that all aspects of their financial life is in balance and working together to meet their goals.   I help my clients find peace of mind and face the future confidently knowing they are doing their best. 

Additional Information

Following graduation from the University of Tennessee with a BS degree, I entered the United States Air Force where I was a pilot for eight years.  When I left the USAF, I was hired by a major US airline.  For most of the next 30 years I served not only as a line pilot, but also as a classroom instructor, simulator instructor, and check airman.  I have had a life-long interest in personal financial planning and began preparing myself to help others reach their financial goals a number of years ago.  I received a Master's Degree in Business Administration from Southern Illinois University.  I have also completed the two year program offered by the College of Financial Planning.  I then passed the board exam offered by the Certified Financial Planners Board of Standards and am a candidate for the coveted CFP(R) designation.  I am a registered investment advisor in the state of Tennessee and have offered help to friends and relatives for a number of years.  I officially opened my business in January of 2011, and I truly enjoy serving others in this capacity. 

NAPFA Start Date

February 22, 2011


This Office

116 Spy Glass Way Hendersonville, TN 37075-8548 Phone: (615) 294-7424