Ryan Haag entered the financial services industry in 1993. His many years of experience help empower his high net worth families, business owners and farmers as they work toward achieving financial independence. Ryan affords his clients the opportunity to preserve their estates so that their hard- earned wealth is sustainable for generations to come. Ryan’s mission “is to simplify clients lives by reducing the time and stress associated with handling assets.” He shows his clients how to “pull it all together” and become as financially organized as possible.
With a specific focus on the Agribusiness community, Ryan takes great pride in helping families through the generational transition of the family farm and Agribusiness. Many of which are century farms and multiple generational implements/businesses where the balance of protecting the legacy of the land and/or business interest and family harmony is paramount. Fair and equitable is achievable! Ryan helps families and business owners coordinate the process of Succession and Estate Planning which results in client action. Communication and governance are essential to family harmony.
Ryan has extensive experience and acumen in servicing his high net worth clientele. Ryan specializes in working with those who are “too busy,” “already have enough advisors” and “have it all done.” Results of our firm’s time tested financial planning process driven by our client’s financial and non-financial objectives is simply greater client understanding and increased sense of security. Ryan helps his clients take action with confidence while keeping the financial planning process manageable. We believe process breeds confidence!
Ryan earned his CERTIFIED FINANCIAL PLANNER™ certification in 2000. He has also earned the Accredited Estate Planner® designation which is awarded by the National Association of Estate Planners & Councils (NAEPC) to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. An AEP® designation holder must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics. He is a member of the Minneapolis Estate Planning Council as well as a member of the Financial Planning Association. Ryan is also a member of Sagemark Consulting Private Wealth Services Group, a division of Lincoln Financial Advisors Corp. which focuses on clients in the high net worth market. Members have access to additional resources, training and coaching relevant to the high net worth market place on a regular and ongoing basis.
Ryan is an alumnus of Mankato State University where he earned a bachelor’s degree in business. Ryan was born and raised in the farming community of Elmore, Minnesota. He grew up walking and spraying beans for a local farming family who are now financial planning clients. He and his wife Brenda live in Bloomington, Minnesota with their children Jack and Caroline. They enjoy spending time together outdoors and are avid snowmobilers and boaters. Their family is also very active in their community and church.