5 /5 J & B Clark: Weve been working with Riley since 2020. Hes helped us to get a clear picture of where we are financially and how to get to our various goals (from home buying - which we accomplished, to retirement). Hes always super responsive when we have questions that come up about things like insurance changes, etc. Hes very calm and balanced in his advice.
Working with someone who is fee for service (instead of "free" financial planners - no such thing as free!) will prevent you from getting burned by someone who is making a commission from everything they sell to you (this happened to us before we started working with Riley). Its an investment, but has proven to pay off.