Riggs Financial Group
Matthew J Riggs
Founder & Wealth Management Advisor|CFP®, ChFC®
Forbes Best-in-State Top Financial Security Professional, 2022-2024
Our Planning Approach
Together, we'll look at where you are, wherever that is. I'll then give you multiple strategies specifically designed to take you where you want to go. Here's how we'll get it done:
ACTIVE LISTENING
We lean forward and listen attentively to our clients’ life stories. The financial plans we collaborate on reflect what we hear. We offer recommendations based on the values and goals that our clients share with us, because we nurture professionally intimate relationships.
THE EMOTIONAL EXPERIENCE
Beyond the advanced technology we use, the planning experience we create focuses on our clients’ emotional goals. With reassurance and confidence, everything we do is designed to help them savor the freedom offered by their prosperity.
INTEGRATED APPROACH
We take the role of quarterback for our clients, coordinating their CPA, estate attorney, property and casualty agent, and other trusted advisors, to create and manage a simplified yet unified financial plan. We also integrate risk management into every plan to ensure life goals can be achieved despite even the most challenging of storms.
Reach your new level of financial confidence.
I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.
I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:
Protection strategies
Wealth accumulation
Managing tax advantages
Optimizing retirement
Leaving a legacy
Charitable planning
Financial planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
Retirement planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
Education funding
With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.
Business planning
No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.
