Jan 15 2024 21 mins
In this week's episode I invited guest Ryan Phillips. His journey began before he truly grasped the underlying purpose. At the age of 6, he confronted the harsh reality of his father's brain cancer diagnosis, spending weekends traveling to Philadelphia to visit him in the hospital. Despite the eventual loss, meticulous planning ensured that his father's legacy endured. As life unfolded, he considered careers in medicine, hospitality, and law before finding his calling in financial services.
This career trajectory proved ideal, marked by an internship in banking that equipped him with risk management skills. Transitioning into a full-time role, he emerged as a professional adept at guiding clients in the right direction. Every moment spent building with individuals brings him joy, driven by a why that took root in his childhood. The mantra is clear: be prepared, have a plan, and stay the course to leave a lasting legacy for generations.
In every aspect of life, he extends assistance to individuals, families, and business owners in establishing a robust financial foundation. Each blueprint is meticulously tailored, aligning with clients to grasp their unique needs and objectives. Through ongoing analysis and communication, adjustments are made to refine, update, or modify strategies as new opportunities arise.
The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a wide range of guests who specialize in various niches of real estate, financial planning, exit planning, etc.
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To learn more about what I do with the Deferred Sales Trust, book a call with me below:
Calendar Link: https://calendly.com/pranieri/30min
LinkedIn: https://www.linkedin.com/in/paul-rani...
Email: [email protected]
To get in touch with Ryan:
LinkedIn: https://www.linkedin.com/in/ryanjphil...
This information is for educational purposes. Engineered Capital Gains Solutions, Inc. does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely and participants are strongly urged to seek independent legal, tax, and professional advice.