Ryan S. Newman
Direct: (503) 542-9438
Mobile: (541) 514-7926
Fax: (503) 221-0493
E-mail: ryannewman@finsvcs.com
Experience
Ryan has been helping clients with their
insurance and investment needs since August of 2006.
He works with families and businesses
to find the best solutions for each unique situation.
Professional Specialties
Personal
·
Life Insurance
·
Disability Income
Insurance
·
Long Term Care
Insurance
·
Investment
Accounts
o Retirement Accounts
o College Savings Accounts
o Variable Life Insurance
o Annuities
o Mutual Funds
·
Life Insurance
Trusts
Business
·
Group Life,
Disability, Long Term Care & Health Insurance
·
Buy / Sell Agreement
Funding (Death or Disability)
·
Key Person
Insurance
·
Business Overhead
Expense Insurance
·
Executive
Benefits
·
Succession &
Estate Planning
Education
University of Oregon, Eugene, Oregon:
Bachelor of Science, Economics, Minor in Business Administration, 2006
Licensing
Insurance License: Oregon -- Life, Health, Variable Lines
Washington – Life, Health, Variable
Lines
Indiana – Life, Variable Lines
Securities License: Series 6 & 63 -- Oregon
-- Washington
Client Reviews
Ryan has been great to work
with. He is knowledgeable and has been a
big help in starting to plan out my financial future.
-Brian Thomas
Working with Ryan has been a very
nice experience. He has been a great
help with getting my retirement plans on track.
I would highly recommend him.
-Sarah Pritchett