Riley Planning & Investments

https://rileyplanningandinvestments.com/blog

Build Tax-Advantaged Wealth with Whole Life Insurance

https://rileyplanningandinvestments.com/who-we-work-with/individuals

Tax Loss Harvesting Explained: A Powerful Strategy Every Investor Should Know
https://rileyplanningandinvestments.com/blog

Meet Patrick Riley 👋

Patrick is a co-founder and trusted advisor at Riley Planning & Investments, a fee-only advisory firm in Grand Rapids.

As your Personal CFO, Patrick provides clear, conflict-free financial guidance helping individuals and families make smart investment decisions and build comprehensive long-term plans tailored to their unique goals.

With a passion for simplifying complex financial matters, Patrick is dedicated to empowering his clients to feel confident about their financial future.

Looking for straightforward, transparent financial advice? We’d love to connect!



https://rileyplanningandinvestments.com/who-we-are

https://rileyplanningandinvestments.com/

What does your Advisor say to you?

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What is a 530A Account, also known as a Trump Account and who can open one?

https://rileyplanningandinvestments.com/blog

Do you know your credit score?

In today’s world, your financial life runs on data—and your credit score is one of the most important numbers you have. It plays a major role in:
• Loan approvals
• Interest rates
• Buying a home

A strong score can save you thousands over time, while a weak one can quietly cost you.

The good news? It’s something you can monitor and improve with the right habits.

If you haven’t checked yours recently, now’s a great time.