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
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.