Ryan T. McClung, CFP^®

CPA, CEPA^®

Crossroads Wealth Planning

420 2nd St
Lake Oswego, OR 97034-3127

FINANCIAL ADVISOR'S WEBSITE

www.crossroadsadvisory.com

(971) 350-8523 CONNECT WITH Ryan

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

I am Fee-Only and a Fiduciary, which means I do not sell any financial products, I do not receive any commissions and I am committed to always putting my client's interests first!

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Ryan McClung is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Crossroads Wealth Planning in Lake Oswego, OR and the surrounding communities.

Financial Advisor Overview

****Our office is located in Lake Oswego, OR, but we serve clients throughout the Pacific Northwest and across the country through convenient and secure virtual meetings. ****I specialize in working with business owners who want a plan for how they will someday sell their business and retire. ****Contact me to set up a complimentary introductory call. ****I do not have asset minimums, but I do have minimum fees levels for my services which I’m happy to discuss in the complimentary introductory call. ****I offer both one-time plans and ongoing advice. Both are on a fixed fee basis, meaning you will know the fee at the outset. There’s no surprises. ****I’m a CFP®, CPA and a CEPA® (Certified Exit Planning Advisor for business owners).

Financial Advisor Experience

I've been a Certified Financial Planner™ (CFP®) for 13 years and a Certified Public Accountant (CPA) in Oregon for 21 years. Several years ago I added the Certified Exit Planning Advisor™ (CEPA®) credential which focuses on assisting business owners through the process of transitioning out of their business. My experience in advising both individuals and businesses has allowed me to develop a unique niche in helping business owners with a range of topics and issues that are particular to them. That is why I believe it is important to approach financial planning on a granular scale. I'm determined to first spend time understanding each client's needs, wants, and financial goals so that I can create a well- thought out, well-defined plan.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Certified Public Accountant (CPA) & Certified Exit Planning Advisor (CEPA^®)

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate Planning, Corporate Finance, Investment Management, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

I am Fee-Only and a Fiduciary, which means I do not sell any financial products, I do not receive any commissions and I am committed to always putting my client's interests first!