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The Riley Company

Profile:

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

Overview:

Planning for your future financial success in these complex times requires a broad knowledge of everything from tax laws to the best ways to avoid needless estate shrinkage.

At The Riley Company, we are dedicated to helping you identify your goals; develop a financial strategy based on sound guidance and knowledge; and then, if you choose to, implement the strategy with updates on a regular basis.

The Riley Company can offer you financial products and services for financial planning. We have assembled an outstanding group of financial professionals who can help you identify your needs and meet your objectives.

Our company's philosophy is dedicated to maintaining a long term relationship with our clients. These relationships are sustained by our personalized service and our quick response to specific requests. As a valued client, you will benefit from our experience and integrity.

On our website, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer informative newsletters and educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial plan. You'll also find a 401(k) calculator plus other calculators that will help you assess your current and future needs. Please remember to visit our website often, as our resource information is continually updated.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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