Services
Comprehensive Special Needs Financial Planning Consultation
- Item Number
- 22
- Estimated Value
- 2000 USD
- Opening Bid
- 400 USD
The winning bid will go to FrontStream Global Fund (tax ID 26-3265577), a 501c3 nonprofit organization, which will send the donation to WISCONSIBS INC (tax ID 391942794) on behalf of the winner.
Item Description
Comprehensive Special Needs Financial Planning Consultation
Discovery call and 90-minute consultation with Oak Wealth Advisors Ryan McGuire
Oak Wealth Advisors is known nationally for our special needs financial planning services.
Oak Wealth Advisors was awarded the 2023 Excellence in DEI Award for our work with people with disabilities by the National Association of Personal Financial Advisors
Oak Wealth Advisors was the first financial services firm admitted into the Academy of Special Needs Planners.
Oak Wealth Advisors specializes in serving families with special needs members.
As a fiduciary firm, we stand apart from other financial services firms in the following ways:
• We do NOT sell insurance or investment products
• We do NOT have any financial ties to any other firms
• We do NOT accept commissions, referral fees, or other compensation from the firms and companies we recommend
• We DO have first-hand experience living with loved ones with special needs
• We DO understand the unique financial challenges associated with having a special needs family member
• We DO provide independent and objective advice
• We DO put our clients financial interests ahead of our own
www.OakWealth.com (608) 690-6444
Ryan McGuire has a B.S. in Economics and Personal Finance from the University of Wisconsin. He is a Certified Financial Planner (CFPTM), a Chartered Special Needs Consultant (ChSNC®) and a Certified Private Wealth Advisor (CPWA®).
Ryan has taught special needs financial planning classes at the University of Wisconsin and has been an Adjunct Associate Lecturer in their School of Human Ecology.
Ryan has testified in front of the Wisconsin Assembly and Senate members in support of ABLE Account Legislation. In 2024, Ryan received an ARC Dane County award for efforts in the Madison community and was appointed by Wisconsin Governor Tony Evers to the state Board for Persons with Developmental Disabilities and the state College Savings Board.
