We work closely with clients
We guide them toward financial security and through a successful retirement journey.
Michael Riley, CFP®, CLU®, ChFC®
PRESIDENT
Phone: 352-732-8277
Email: mriley@myestatepath.com
Our firm was founded with the goal of assisting our clients in every aspect of their financial lives. Our staff consists of experienced professionals with a “hands-on” approach to financial advice. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality. We want to have long-term relationships with our clients. Thanks again for visiting our website.
READ OUR BOOK
Retirement Strategies for the New Economy
This book takes you on a journey through the triumphs of smart and solid planning, as well as guides you past the most common pitfalls that derail so many retirees. Get your free copy with any scheduled complementary consultation. We look forward to seeing you soon.
Download Our Latest Whitepapers:
& Prepare for a Satisfying Retirement
Click here to download any of our numerous white papers that can help you plan and work toward your Dream Retirement. Find out how many retirees and pre-retirees are saving and working toward a rewarding and fulfilling retirement.
• What you need to know to understand your 401k
• Why savings alone may not be enough for your retirement
• How 401k withdrawal options work
• How to plan properly for your Dream Retirement
• How to optimize Taxes in Retirement
… and so much more!
Check the background of your financial professional on FINRA’s BrokerCheck
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Securities offered through The Leaders Group, Inc. Member FINRA/SIPC. Insurance, Consulting, and Education services offered through Estate and Retirement Resources, Inc. Estate and Retirement Resources, Inc. is a separate and unaffiliated entity from Simplicity Wealth.
The rating by the better business bureau (“BBB”) is not an endorsement of the services or products provided by Estate and Retirement Resources, Inc. BBB accreditation does not mean that the products or services have been evaluated by BBB or that BBB has made a determination as to the quality or competency in performing services. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation
CONTACT
Office: 352-732-8277
Fax: 352-732-9649
Ocala Office
7500 SW 61st Ave, Suite 700
Ocala, FL 34476
Open Mon thru Fri 9am – 5pm
All rights reserved 2024-2028. Estate and Retirement Resources, Inc. | Office: 352-732-8277