There are few steps in life that are filled with more emotion than preparing for retirement. From excitement over your retirement plans to concern about your financial security and leaving the right legacy, most people face this new stage with a mix of apprehension and enthusiasm. At Estate and Retirement Resources, Inc., we understand that retirees face many important decisions that can affect their long-term financial success.
Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
Services
Our firm was founded with the goal of assisting our clients in every aspect of their financial lives. We work closely with clients to help them achieve their goals. Our staff consists of experienced professionals with a "hands-on" approach to financial advice. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality.
Michael Riley founded Estate and Retirement Resources, Inc. with the intent of creating an unrivaled experience for his clients. In addition to Estate and Retirement Planning, he specializes in creating Wealth Management Strategies customized for each individual. Since its establishment in 1998, Michael has strived to become one of the area's most distinguished Financial Planners.
At Estate and Retirement Resources Inc., we have made a commitment to excellence in everything we do. Our goal is to exceed our clients' expectations at all times. When you choose our financial planning services you benefit from obtaining comprehensive advice from a team of highly qualified professionals - individuals with past experience in addressing your particular financial needs.
Most people think all financial planners are "certified, " but this isn't true. Anyone can call himself a "financial planner." Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP(R) certification marks, which represent a high level of competency, ethics and professionalism.
Our process begins with a simple conversation. At Estate and Retirement Resources, Inc., we do not work with everyone who walks through our doors. Instead, we first sit down with you and discuss your short and long-term goals. We also consider whether there is a genuine chemistry between us. Once we have decided that both of our needs align and the foundation of integrity and trust has been established, we begin the planning process.
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