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6909 East Greenway Parkway
Suite 295
Scottsdale, AZ 85254

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Riley/Echols Wealth Management, LLC

(480) 719-1354

 
Behavioral Finance 4 Elements of an Estate Strategy The Wild West of Data Theft Supporting Local Business In a Crisis

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.

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Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

 

Prescription Drug Benefits Under Medicare (Part D)

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The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

When to Self-Insure

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Insuring Your Business With a Buy/Sell Agreement

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or another qualified retirement plan.

My Retirement Savings

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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In the world of finance, the effects of the "confidence gap" can be especially apparent.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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