Services
The financial management process at The Riley Company begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we’ll focus on your specific goals.
With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you’re confident in and comfortable with the financial suggestions we make.
Some of the services we offer:
Life Insurance
High quality, competitively priced Life Insurance products, including permanent, term, combination and variable policies.
Investment Products & Services
Our Investment Products and Services will help you achieve your financial goals at every stage of your life--personal, corporate, college education and fee-based planning.
Annuities
We offer high quality, innovative Annuity products. Choose from deferred and immediate annuities at variable and fixed rates of return.
Retirement Planning
Take a simple step towards retirement
* 401(k) Profit Sharing/Pension
* SEP/Traditional IRA/Roth IRA
* Deferred Compensation
* SERP/Split Dollar
* Stock Bonus
Estate Planning
An approach based on the essentials of ensuring the who, how and when of ownership succession, wealth transfer and the executive success of our clients. Review wills, trusts, gifting, property titling, accumulation and distribution.
Long-Term Care Insurance
Comprehensive Long-Term Care Insurance reimburses some or all of the costs of care received in settings such as the home, the community, alternate living facilities or nursing facilities.
Disability Insurance*
Well designed Disability Income Insurance policy tailored to your specific situation and budget.
Employee Benefits Planning*
We canvass the marketplace for the most competitive products and the newest plan designs, from a variety of carriers.
* Group Medical/Dental/Vision/Life/Disability
* Voluntary Payroll Deduction Plans
* Health Savings Account (HSA)/Flexible Spending Account (FSA)
* Section 125/Flexible Benefits