Team

Welcome to the Plancentric Financial Group

Plancentric Financial Group was founded based on the realization that there is a significant need in the marketplace to deliver an integrated approach to comprehensive financial planning and investment management. Many successful business owners, executives, and professionals have not taken the time to develop a customized financial plan to address tax inefficiencies, inadequate asset allocation, or a sustainable retirement distribution strategy.

At Plancentric, we have assembled a highly credentialed team which embraces our core values of trust, integrity, accountability, collaboration and passion of doing the right thing for our clients.

Our team understands that everyone's situation and goals are unique, and it is our responsibility to listen, educate, and create a thoughtful, customized financial plan to help you achieve your goals. We're confident we will positively impact our clients, as well as their families, businesses and communities.

Let Ryan and his team help you ensure your financial future is all you want it to be.


Fee-Based Financial Planning

As a fee-based advisor, I am compensated for the time and expertise put into designing and creating your personal financial plan. Under this fee structure, I have a responsibility to ensure your interests and goals are always put first.

Copyright 2019 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.

Ryan Scott Saunders, CFP®, RICP®, CLU®, ChFC®, CASL®
Wealth Management Advisor


Plancentric Financial Group

Register for your Northwestern Mutual online account

Sign up today to get a complete view of your financial picture and the added convenience of eDelivery. Not a client yet? No problem. Register for a free account to see your finances at a glance, track your spending, and more.

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck