Matt Riggs, CFP®, ChFC® and his team have built a national practice across several industries helping physicians, medical professionals, business executives, and their families execute on their goals and dreams and provide a plan for safety, growth, and peace of mind in retirement.
Focus on Physicians, Medical Professionals, Business Owners, and Business Executives
Specialization in helping physicians, medical professionals, and business executives think through ideas and strategies unique to them:
- Managing school debt
- High income tax strategies
- Overcoming shorter time horizon to save for retirement after finishing training
- Investment planning & advisory services
- Other services include: Estate planning, optimization of insurance offerings, education planning for dependents, and multi-generational wealth management
Our Mission
Our mission is to bring customized wealth management and financial planning. We help our clients:
- Execute on goals and dreams
- Create customized retirement solutions that serve as the roadmap to retirement
- Transfer knowledge so clients can make informed decisions
Many people look back on their lives with regret: not for the things they have done, but for the things they left undone. Our team can help provide the right solutions at the right time.
The Northwestern Mutual Difference
We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.
- Best Life Insurance Company ranked by NerdWallet, April 2019 1
- Highest financial strength ratings of any life insurer from all four major rating agencies2
- Top 10 U.S. Independent Investment Broker-Dealers3
2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.
