Meet Your High Performance Team
Ryan Haag CFP, CEPA, AEP, CLU, ChFC
Sagemark Consulting, Lincoln Financial
Strategic Partner providing Transition Planning
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 to achieve financial independence. 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! 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 Haag is a registered representative of Lincoln Financial Advisors Corp.
Securities and investment advisory services offered through Lincoln Financial Advisors Corp. a broker-dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.