
Arthur R. Riley, Jr. CFP® CASL®
Financial Services Representative
Financial Planner
Welcome! What exactly is, “financial planning?” There is no right or wrong answer. Each person has his or her own definition, but our team can tell you we consider “financial planning” to be more than spread sheets and time tables.
Our goal is to help you make informed decisions about issues that affect your financial well being, to help you achieve financial freedom. We will work with you to help you determine what is important to you in your life. Together, we will create a road map to help take you where you want to go. You can count on us to be your guides.
Our mission is simple: to enable individuals and business owners, like yourself, to achieve your financial goals. We bring your unique vision to life with our comprehensive approach. It all starts with a conversation, that leads to a relationship built on trust. Our team collaborates with you to build customized strategies to help meet your needs.
We deliver a world of solutions. Our team is licensed and registered to offer products and services in [AZ, CA, CO, KS, MD, MO, OK, GA & TX]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states.
We are excited about the opportunity to serve you. Please call or email us to set up an appointment. We would love to share our story and how we really are different.
Newsletters
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What a Relief! Congress Acts Against Surprise Medical Bills
Have you heard of the No Surprises Act? Taking effect in 2022, it helps protect consumers from large, unexpected medical bills. Learn more.
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A Map for Your Family
A letter of instruction could be just as important as a will to help loved ones settle an estate. Do you know what information to include?
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Fund Retirement and Reward Workers with a Cash Balance Plan
Do you know how cash balance retirement plans can help small business owners reduce taxable income and catch up on their savings? Find out.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Savings Accumulation
Estimate the future value of your current savings.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.