Ryan Derousseau, CFP®

Ryan Derousseau, CFP®, is a financial planner at United Financial Planning Group LLC, where he focuses on assisting therapists, private practitioners, and self-employed individuals in managing their finances effectively. He is a fee-only financial advisor, which means he does not earn commissions from product sales, allowing him to prioritize his clients' best interests without conflicts of interest.13

Professional Background

Derousseau specializes in addressing the unique financial challenges faced by therapists and small business owners. His expertise includes strategies for managing cash flow, retirement planning, and investment management. He emphasizes the importance of creating a solid financial foundation that allows his clients to concentrate on their professional practices without financial stress.12

Services Offered

In his role, Ryan provides guidance on various financial topics, including:

• Retirement Accounts: Advising on the best retirement savings options such as solo 401(k)s and SEP IRAs.
• Cash Flow Management: Helping clients navigate the complexities of transitioning income from business to personal accounts.
• Investment Strategies: Offering insights into building wealth through investments in stocks and real estate.13

Community Engagement

Ryan is also involved in community education through platforms like the Private Practice Owners Skool, where he offers courses and resources tailored for therapists and small business owners. This initiative aims to empower professionals with the knowledge they need to thrive financially.12

Online Presence

You can connect with Ryan Derousseau through his LinkedIn profile or visit his website for more information about his services and insights into financial planning.45