Welcome to Riggs Financial Group
Riggs Financial is a boutique financial planning firm that is passionate about helping our clients achieve financial success. We partner with clients to identify and quantify financial goals and objectives by truly listening to what they want to accomplish. Our focus is on wealth accumulation strategies while understanding the unique challenges that high-income earners and business owners face with the ever-changing landscape around asset protection and taxation. Just like successful companies have a business plan, we feel everyone deserves a solid personal financial plan. Our clients feel confident knowing they have a cultivated plan to preserve, optimize and grow their wealth.
Focus on Physicians, Medical Professionals, Business Owners, and Business Executives
We understand the unique needs of these professionals, we specialize in creating financial strategies that address:
- 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, 2019 to 20201
- AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
- Top 10 U.S. Independent Investment Broker-Dealers3
2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.
