A Day in the Office: My System and How it Works

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Ryan Polimeni shares how he prepares for daily appointments and how his system works in the office.

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As the owner of Polimeni Tax & Financial Group, LLC, Ryan’s vast experience with financial planning allows him to create a personalized one-on-one financial plan that best suits his client’s needs. Ryan’s top priority is understanding his client’s needs, goals, and objectives to help create a clear, concise path to achieving financial retirement success. Ryan’s passion for educating people on topics of finance is what separates him from the rest of the financial world. His educational seminars, podcasts, and educational websites prove just that.

Ryan created the FedMade Simple brand to help take the complexity out of the complex world of understanding federal benefits. As a Registered, Federal Retirement Consultant, Ryan’s training and skillset put him in a category of less than 500 FINRA registered advisors in the United States who are certified to work with federal employees.

Ryan has partnered with TOP CPAs, Tax Consultants, and Estate Planning attorneys to bring his clients the full financial planning and tax preparation resources they need all under one roof.