Ryan’s Approach
Ryan G. Monette
CFP®, ChFC®
Financial Advisor / Member Owner
Overview
Ryan Monette serves as a financial advisor in Savant’s Rockford, Illinois, office, where he focuses on helping individuals and families organize their financial lives and build clear, effective plans for the future. He works closely with clients who are interested in delegating the important responsibility of managing investment wealth and implementing financial planning strategies. His approach to building a customized financial plan and then implementing the plan strives to allow clients to focus on what they are most interested in and is designed to help create a smooth transition from a disorganized plan to a clear plan and path forward.
Involved in the financial services industry since 2006, Ryan builds customized financial plans designed to support long-term goals. As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Consultant® (ChFC®), he provides guidance across all areas of planning, including wealth transfer, philanthropy strategies, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance analyses, debt management, and education funding.
Before becoming an advisor, Ryan served on Savant’s Planning Team, where he collaborated with advisors to produce investment analyses, prepare and present financial plans, and coordinate implementation. He developed deep knowledge in documenting goals, designing tax strategies, and optimizing estate and philanthropic priorities.
Ryan contributes to the community as treasurer of the Rockford Public Library Foundation and as a member of Rotary International’s Roscoe, Illinois, chapter. In 2019, the Rockford Chamber named him one of its “40 Leaders Under Forty.”1
He earned a bachelor’s degree in finance with a minor in economics from Northern Illinois University in DeKalb. Ryan and his wife, Bridget, live in Roscoe, Illinois, with their three children. The family stays busy cheering on and coaching a wide variety of kids’ activities, from sports to theater and dance. When they’re not on the go, they enjoy exploring the outdoors, traveling around the country, and hosting gatherings in their restored 1960s basement bar.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Northern Illinois University
Bachelor of Science in Finance with a minor in Economics
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Chartered Financial Consultant®
Affiliations
- Rockford Public Library Foundation – treasurer
- Rotary International, Roscoe Chapter – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Watch Out for Caller ID Spoofing! 5 Tell-Tale Signs of an IRS Phone Scam
Tax filing season is fast approaching and with that will come another barrage of attempts at tax return…
Surviving on Social Security Survivor Benefits
There is usually some permanent damage done when you lose someone you love. Most of the time, this…
All Insights by Ryan G. Monette
2 insights
Watch Out for Caller ID Spoofing! 5 Tell-Tale Signs of an IRS Phone Scam
Tax filing season is fast approaching and with that will come another barrage of attempts at tax return…
Surviving on Social Security Survivor Benefits
There is usually some permanent damage done when you lose someone you love. Most of the time, this…
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SearchDisclosures
CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
1 2019 Rockford Chamber of Commerce 40 Leaders Under 40: This annual rating was published in November 2019. Savant did not pay a fee to be considered for this rating.