S.W.A.N. Financial Solutions

Ryan K. Foncannon, MBA

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There’s Been A Dramatic Shift

 

As the AICPA put it, CPAs are now expected to be their clients' “most trusted business advisors,” and as CPA Horizons 2025 pointed out, a CPA is no longer defined by “traditional services such as tax preparation, audits, and financial statements.”

72% of Business Owners Left Their CPA Because They Only Received “Reactive Services 

In this shifting landscape, firms that will thrive in the future will learn how to use this trend to their advantage, rather than struggle against it. 

The CPA Team Based Model is designed to help accountants: 

“I love what you guys are doing. Keep up the great work!”

Ronald Baker, Author of six best-selling books, including, Measure What Matters to Customers and Firm of the Future

“You’ve hit the nail on the head! This is a great opportunity for CPAs, and I look forward to working with you.”

Salim Omar, Author of The Ultimate CPA Practice in the New Economy

 

Are you a successful business owner or high net worth individual, totally frustrated by the amount of taxes you pay every year?

The truth is, the world is full of accountants who do little more than record history, putting the “right” numbers in the “right” boxes on the “right” forms by the “right” deadlines to keep you out of trouble. But then they call it a day.

Are you confident you’re taking advantage of every tax break you deserve?

Tax preparation and doing the company's financials (compliance work), is not a substitute for tax planning.

Want to see what real tax planning

can do for your situation?

 

About

Ryan has been in the Financial Services industry since 2006. A carpenter is only as good as the tools he or she uses. And that can be said for Financial and Tax Professionals, as well. It is important to have access to a team of the country’s top specialists or tools, at your fingertips. We have created synergies with these specialists to work together for the best solutions. We really believe in 360 degree solutions, for personal and business problems, that clients of a tax professional endure every day.

Ryan surrounds himself with over 80 proactive specialists that bring tremendous value to business owners, high net worth individuals, and tax professionals. This team consists of, but not limited to: Tax and Business Attorneys, CPAs, Wealth Managers, Financial Planners, Insurance Professionals, Cost Segregation Specialists, Cost Remediation Specialists, Business Valuation Specialists, and a Business Advisory Division. Together, they’ve become a resource to provide truly proactive planning results. We would love the opportunity to show you how this works for you the business owner, high net worth individual, or tax professional. Contact us for a free informational meeting.

Ryan lives in Evansville, Indiana with his wonderful wife, Tara. They share their lives with a very spoiled cat and dog. Ryan is an enormous Indiana Basketball fan. You can also catch him rooting hard for Notre Dame football, Indianapolis Colts, the Boston Red Sox, and the Indiana Pacers. Ryan also enjoys volunteering in the community with various organizations and groups. 

Ryan serves high-income individuals & business owners in the following areas of expertise:

 

  • 360 Degree Planning 

  • Comprehensive Financial Planning

  • Unrivaled Estate Planning

  • Investment Portfolio Analysis

  • Advanced Tax Reduction Planning

  • Tax-Sensitive Investment Analysis

  • Social Security Planning

  • Medicare Planning & Education

  • Life Insurance

  • Disability Insurance

  • Cancer Insurance

  • Long Term Care Insurance

  • Tax Attorneys on Staff

  • Virtual Family Office

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