Our Process

Our 4 Step Process Helps to Eliminate Unwelcome Surprises

Our proactive and comprehensive financial planning process helps reduce the chance that you will have to make lifestyle adjustments in retirement. It focuses on helping you meet your long-term goals and preserve your legacy for your spouse, children or other beneficiaries. Most of all, it helps provide the confidence you seek to truly retire and enjoy life, your way.

Our dynamic wealth management approach is customized to meet your unique financial needs and objectives. We follow a comprehensive process designed to determine the optimal approach to managing your assets.

Discovery & Analysis

Discovery & Analysis

We gather information and analyze your current financial situation, including income, taxes, investments and insurance. We identify specific areas that need to be addressed to accomplish your goals. We also thoroughly discuss the risk/reward characteristics of different asset classes and their contribution to overall portfolio asset allocation.


We make specific recommendations aligned with your goals to help you overcome any current challenges and recommend the optimal blend of investments for your objectives.


We work to ensure the appropriate allocation of your assets. We will also coordinate the services of other professionals (such as your attorney and accountant) as needed to help implement your overall financial plan.


We conduct regular periodic reviews to measure your progress against your goals and make revisions as warranted by market, economic or lifestyle changes.

Our Team Approach

As a Rigney Financial Services client, you benefit from the shared insight, knowledge and best practices of our entire team of advisors. This team approach ensures that an experienced advisor is always available to provide the answers you seek in a timely and responsive manner.

  • Retirement and estate planning

  • Prudent investment management

  • Wealth management and trust services*

    *LPL Financial Representatives offer Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

  • Risk management and long-term care insurance

  • College funding plans

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

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