
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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Your Business: New Rules for Writing Off Restaurant Meals
The December 2020 stimulus bill lets businesses deduct the full cost of restaurant meals in tax years 2021 and 2022. Get the details.
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Four Reasons to Review Your Life Insurance Needs
This article looks at major life events and the need to review your life insurance coverage in light of changing circumstances.
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HOT TOPIC: Hostage Data: Ransomware and Protecting Your Digital Information
This article provides an overview of high-profile ransomware attacks and offers tips to help consumers protect their own data.
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Signs of a Scam…and How to Resist It
Discover four common practices that might help you identify and avoid scams.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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Savings Accumulation
Estimate the future value of your current savings.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.