Overview

The Pillars of Planning is an easy-to-read book that helps arm you with the valuable tools to successfully navigate the world of financial planning and investing. Authors Ryan Kinser and Brett Oley provide front-line insights from their extensive history in the wealth management profession - working tirelessly with families, business owners, and retirees to deliver customized and life-impacting solutions to meet their needs. The subjects covered within condense and simplify the often-complicated topics of the industry - asset classes, life insurance, taxes, debt, and estate planning, among others. Moreover, thoughtful advice is provided on how to curate an exceptional financial team and pursue a winning investment recipe. We look forward to providing you, as our reader, with the value-added knowledge and financial pillars of planning that we have shared with so many others.

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9781630733131

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Ryan Kinser spent a majority of his early years living in Stuart, Florida, and also had the unique opportunity to live for about five years on the beautiful, sunny island of Sint Maarten/St. Martin. In 2009, Ryan graduated from the University of Central Florida with a Bachelor of Science degree, double majoring in both Economics and Finance. Ryan then went on to earn a Master's in Business Administration from the University of Florida and also completed financial planning courses at Florida State University. In 2018, Ryan co-founded Oley Kinser Concierge Wealth, LLC, with his longtime friend and colleague from business school, Brett Oley. Brett Oley grew up in Vermilion, Ohio, a small town located on the southern shore of Lake Erie. He graduated with a Bachelor's degree with a double major in Finance and Management from Georgetown University in 2004 and an MBA from the University of Florida at Gainesville in 2013. Brett has made a career as a financial advisor since 2006 with a major brokerage house. In 2018, Brett and his longtime friend Ryan Kinser started an independent practice, Oley Kinser Concierge Wealth, LLC.

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