Welcome to LiteStrats
Strats
Follow the path
Leverage, Income, Tax, & EstateStrategies
Review tax questions within your financial plan
Review income-tax and capital-gains questions
Discuss options with qualified tax professionals
Review prior returns and the next tax year
Plan cash flow with indexed universal life insurance
Review policy funding and access to money
Compare policy loan terms and costs
Include the loan in your cash-flow plan
Connect family goals with a plan for continuity
Review a trust plan with your attorney
Consider suitable life insurance
Set rules for family resources and succession
Meet the Team
Meet the Team
Expert financial strategists dedicated to simplifying wealth strategies for everyday people.
RM
Rick MacDonnell
Client Relationship Manager
Rick MacDonnell
Builder, founder, father of five. Passionate about investing and helping families build financial security through straight talk.
RR
Ryan Richardson
CEO, CFF, Financial Strategist
Ryan Richardson
Ryan Richardson is the CEO and financial strategist at LiteStrats. He is a licensed insurance agent and a Certified Financial Fiduciary (CFF).
IL
Ian Leonard
CFF, Financial Strategist
Ian Leonard
Certified chef turned MPI® advisor. Guides clients in understanding compound interest and money efficiency. Father of Jace and Jordan.