Private Wealth Management For Select Individuals

PHASE 1: DISCOVERY

PHASE 2: STRATEGY

PHASE 3: IMPLEMENTATION

PHASE 4: MONITORING

Michael Riley: Wealth Management - Financial Security and Retirement Strategies

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: [email protected]

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.

AS SEEN ON AND

Featured In:

Follow us on all the media channels within the local area. We believe in sharing information across all kinds of platforms in the Ocala and Local Florida areas. You can find us on YouTube as well as streaming channels such as CBS, ABC, NBC and Fox.

Estate and Retirement Resources Home - image media-copy on https://estateandretirementresources.com

ATTEND ONE OF OUR INFORMATIVE

LIVE EVENTS!

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more. Seats fill up very fast so please contact us ASAP to reserve your spot. We look forward to seeing you soon at one of our upcoming events.

Our Upcoming Events

Date: October 15th @ 6:30PM

Vital Information about Retirement,
Wills, Trusts and Estate Plans

Location:

Golden Ocala Golf and Equestrian Club
8300 NW 31st Lane Road
Ocala, FL
6:30 PM

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.

Estate and Retirement Resources, Inc.
Wealth Management - Financial Security and Retirement Strategies

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!

Estate and Retirement Resources Home - image on https://estateandretirementresources.com
Estate and Retirement Resources Home - image on https://estateandretirementresources.com
Estate and Retirement Resources Home - image on https://estateandretirementresources.com
Estate and Retirement Resources Home - image CLU on https://estateandretirementresources.com
Estate and Retirement Resources Home - image on https://estateandretirementresources.com
Estate and Retirement Resources, Inc. BBB Business Review
Estate and Retirement Resources, Inc.

Client Relationship Summary

Check the background of your financial professional on FINRA’s BrokerCheck

Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser.  Investment Advisory services offered through Mutual Trust Asset Management, Inc., a Registered Investment Advisor.  Estate and Retirement Resources, Inc. is not owned or controlled by Calton & Associates, Inc.

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

[email protected]

All rights reserved 2024-2028. Estate and Retirement Resources, Inc. | Office: 352-732-8277