5 /5 Rick Beckwith: Michael Riley with Estate & Retirements Resources hosted our dart league awards luncheon. We listened to his presentation with skepticism, thinking he was just another salesmen trying to sell his investment products. When our son decided he wanted to buy our home, we decided to interview potential retirement planners to discuss how we should structure this sale. We included Estate & Retirements Resources. Michael Riley came to our home, listened to our needs and provided a quote for his firm’s review and recommendations. We decided to hire his firm. To our surprise, he personally handled our account. Bottom line, he delivered a plan that met all our needs, eliminating potential future taxes and fees which will save us thousands of dollars in the future. In addition, he proposed clarifications to our Durable Power of Attorney and Health Care Surrogate documents reducing the possibility of a future conflict between our two children.
He has excellent support staff, and we never had to talk to a tape recorder. He and his staff provided answers to all our questions without delay, sometimes with Michael Riley calling after hours providing us with answers so we did not have to wait. We are very happy with the results. He and his staff were genuinely concerned about our best interest. What you see is what you get--he is the real deal. We highly recommend him and his company.
Thanks
Note We were not compensated for our recommendation.