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Ryan C

Series 65

Sylvania, OH

The Retirement Guys Formula

Ryan Clair is a financial advisor with The Retirement Guys Formula in Sylvania, OH, holding a Series 65 designation and nine years of industry experience. He previously worked at Blackridge Asset Management LLC for five years and has been associated with The Retirement Guys, LLC and The Retirement Guys Formula for over a decade. His other business activities include involvement with Bull Moose Retirement, which focuses on insurance. The Retirement Guys Formula provides personalized investment management and financial planning to a diverse client base that includes individuals, trusts, foundations, endowments, and corporations. The firm manages approximately $276.9 million on a discretionary basis and applies an Independent Income System that allocates assets across income and growth buckets, integrating tools like Riskalyze to calibrate risk.

General retirement planning Income planning Retirement income strategy Medicare planning Tax-loss harvesting Retired Founder/Business Owner Executive Approaching retirement Mid-Career Professionals Baby Boomers (Born 1946-1964)
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Mark C

Series 63, Series 65

Sylvania, OH

The Retirement Guys Formula

Mark Clair is a financial advisor at The Retirement Guys Formula with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Blackridge Asset Management and PEAK Brokerage Services. In addition to his advisory role, Clair owns an estate planning law firm and is involved in insurance and retirement planning businesses. The Retirement Guys Formula provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm uses a proprietary Independent Income System that blends multiple asset-allocation strategies and manages approximately $300.6 million in discretionary assets through a ten-advisor team.

General retirement planning Income planning Retirement income strategy Medicare planning Tax-loss harvesting Retired Founder/Business Owner Executive Approaching retirement Mid-Career Professionals Baby Boomers (Born 1946-1964)
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