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FINANCIAL PLANNING

Financial planning is at the very core of the life planning services we provide to individuals and families seeking to build, preserve and manage wealth over time.

Asset Management

Each investment portfolio is uniquely constructed based on our extensive analysis of your risk tolerance, investment objectives and time horizon.

Estate Planning

We will help you articulate your estate planning goals and work closely with your tax and legal advisors to ensure your financial plan reflects your estate planning needs.

Our Philosophy

We strive to deliver the consistency of returns over a broad range of investments using a variety of methods.

Analyzing past & current
market conditions

Context of Historical
Events

Searching for Value
Relative to Risk

Our Team Approach

With the complexity of today’s environment, it is important to depend on a team of professionals who specialize in the areas that matter most to you. At Rigney Financial, we have years of experience in the Financial Industry, Insurance, Estate Planning, Banking and Bond Markets.  Also, it is of upmost importance to us that we maintain an excellent relationship with all of our clients, so we have a dedicated Relationship management department.

Check out our Team

  • Financial Planning

    Financial planning is at the very core of the life planning services we provide to individuals and families seeking to build, preserve and manage wealth over time.

  • Asset Management

    You require sophisticated and attentive asset management to maximize your portfolios’ total returns in light of your risk tolerance. We construct each investment portfolio after an extensive analysis of your risk tolerance, investment objectives and time horizon.

  • Tax Strategies

    Nearly all financial decisions have tax ramifications. Tax liabilities associated with income, estate, gift and various state, excise and sales taxes can take a real toll on your wealth. Our team of experienced professionals can help coordinate the various aspects of your financial plan to maximize tax-efficient strategies in line with pursuing your overall financial goals.

  • Long Term Care

    Long-term care insurance can help manage healthcare costs and reduce the impact of inflation, while ensuring your healthcare needs, and those of loved ones, are covered well into the future. Adequate financial planning now can help prevent a lifetime of assets from falling short when you need them most.

LPL Financial Professional Relationship

As independent advisors, we focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial success on your terms.

As independent investment advisors we have no obligations to investment product manufacturers and no cross-sell quotas or home-office directives that may lead to conflicts of interest. We spend our time developing customized solutions for the unique challenges you face.

Our independence is supported by LPL Financial, one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.

Take the next step toward your path to financial success. Contact Rigney Financial Services Today.

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