Understanding Today’s Financial Environment
Welcome. We’re Kelli Riley and Tonette Echols of Riley/Echols Wealth Management, LLC-CERTIFIED FINANCIAL PLANNERTM Professionals in Scottsdale, Arizona. We understand that individuals face unique challenges in their financial life. We can help take the mystery out of preparing for today and tomorrow through education and helping simplify your investment world. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
We have decades of experience in financial services and look forward to working with you through all stages of your life, please call (480) 719-1355.
Helpful Content
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
College Savings
See how much you may need to save now to cover future college costs for your child.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.