Ian Cully

Ian Cully has been a financial advisor for over three years, helping clients achieve their goals and living the financial life they have planned for. Ian is currently the Director at Familylinks, and was previously with Aspire Wealth Architects.

Ian has a passion for helping people plan their finances and achieve their goals. Ian is driven by using statistics to simulate financial plans against thousands of potential market lifetimes. This allows him to provide their clients with a tangible degree of confidence in their assets' ability to meet their goals.

At Wealthcare Capital Management, Ian worked on the same side of the desk as clients to construct goal-based financial plans. Ian used Monte Carlo simulations based on individual client's financial plans, scenarios, or stress-testing potential market changes and impact. Ian also used a passively designed combination of low-cost index funds to generate the risk and return necessary for clients' goals to be met with confidence.

Ian's financial plans are not one dimensional. The services they provide include college 529 allocation analysis, estate planning and strategy to protect family wealth, tax location management, social security analysis, and ultimately retirement planning. Ian is dedicated to helping their clients reach their financial goals and live the life they have planned for.

Ian Cully has a Bachelor's Degree in Finance and Decision Sciences from Miami University. Ian also has certification from the CFA Institute as a Chartered Financial Analyst (CFA).