Ryakai Asset Management

Your Blueprint to Financial Independence

Financial planner in Denver, CO (show on map)

5.0

★★★★★

2 reviews

Fiduciary retirement planning and investment management for Denver pre-retirees, focusing on Social Security optimization and tax-efficient strategies.

Call (970) 390-8907

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About

Ryakai Asset Management, founded in 2017, serves pre-retirees in Denver, CO, providing fiduciary retirement income planning, investment management, Social Security optimization, tax-efficient strategies, estate coordination, and healthcare/Medicare planning. The firm follows a 4-phase Blueprint framework to deliver personalized action plans, emphasizing transparency, fiduciary duty, and no-commission advisory services.

Fiduciary commitment

4-phase Blueprint framework

No-commission advisory services

Social Security optimization expertise

Local Denver market focus

Services

Retirement Income Planning

Comprehensive planning for retirement income, including Social Security timing analysis, pension coordination, Medicare planning, and withdrawal sequencing.

Social Security timing analysis Pension coordination Medicare planning Withdrawal sequencing

Investment Management

Portfolio construction aligned to timeline, risk tolerance, and income needs, with no proprietary funds and independent, evidence-based investing.

Independent, evidence-based investing No proprietary funds Alignment with timeline, risk tolerance, and income needs

Social Security Optimization

Analysis and optimization of Social Security claiming strategies to maximize lifetime benefits for married couples.

Social Security timing analysis Married couple benefit maximization

Tax-Efficient Strategies

Tax bracket management and withdrawal sequencing to minimize tax liabilities during retirement.

Tax bracket management Withdrawal sequencing

Estate Coordination

Life insurance, long-term care, and annuity analysis to protect retirement income against market volatility and unexpected healthcare costs.

Life insurance analysis Long-term care planning Annuity analysis

Healthcare & Medicare Planning

Coordination of healthcare costs, Medicare planning, and IRMAA surcharge management.

Medicare planning IRMAA surcharge management Healthcare cost projection

Credentials & Certifications

Series 7 & 66 License

Since 2017

Reviews

Rating

★★★★★

Reviews

"What sets Mark apart is his genuine care for his clients."

Frequently Asked Questions

What is the fiduciary duty of Ryakai Asset Management? +

Ryakai Asset Management is a registered investment advisor with a continuous fiduciary duty to put clients' interests first in all aspects of the advisory relationship, not just at the point of sale.

How does Social Security timing affect retirement income? +

Optimizing Social Security timing can add 7+ years of portfolio longevity and increase lifetime Social Security benefits by up to $200K for married couples, depending on claiming age.

What is the difference between a fiduciary and a broker-dealer? +

A fiduciary (registered investment advisor) has an ongoing duty to act in the client's best interest in all aspects of the relationship, while a broker-dealer is subject to a transaction-based 'best interest' standard under SEC Regulation Best Interest (Reg BI).

How can I verify Ryakai Asset Management's credentials? +

You can verify the firm's credentials, license history, and compliance record on FINRA's free public database at brokercheck.finra.org.

What is the SIPC protection for Ryakai Asset Management clients? +

Clients' brokerage accounts are protected by the Securities Investor Protection Corporation (SIPC) up to $500,000, including up to $250,000 in cash, in the event the firm fails financially.

What is the fee structure for Ryakai Asset Management's services? +

Ryakai Asset Management charges an advisory fee based on assets under management, with the full fee schedule available in their Form ADV Part 2A. They do not earn commissions from product sales.

Contact Ryakai Asset Management

Ryakai Asset Management

Address

9838 E 63rd Pl, Denver, CO 80238

Phone

(970) 390-8907

[email protected]

Website

ryakai.com

Opening Hours

Sunday

Closed

Monday

9 am–5 pm

Tuesday

9 am–5 pm

Wednesday

9 am–5 pm

Thursday

9 am–5 pm

Friday

9 am–5 pm

Saturday

Closed

Location

Location of Ryakai Asset Management, 9838 E 63rd Pl, Denver, CO 80238 · View on Google Maps

Screenshot Gallery

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Get in Touch

Ready to work with Ryakai Asset Management?

Reach out today to schedule a consultation.

(970) 390-8907

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