Riggle Wealth Group

The factor that separates Riggle Wealth Group from the rest is our research-based approach to financial planning and wealth management. Our diverse group of experienced financial professionals obtained various degrees and certifications from well-respected universities around the country, including designations such as Chartered Financial Analyst®, Accredited Investment Fiduciary®, Chartered Retirement Plans Specialist, Certified Financial Planner®, and Certified Public Accountant. We specialize in 401(k) Rollover planning, tax planning, and financial management for doctors. Our founding principles are trust and a client-centered, research-based approach to financial planning. Founded originally in 2007, Riggle Wealth Group is now a premier member-owned firm. We are proud to serve you and your family, creating a legacy that will last through the generations.

Financial Management for Doctors

As a physician, you spend your whole day helping others. In the same way that you guide your patients, you do not have to tackle financial planning on your own. Financial planning for physicians may not be as simple as one would want to think. As a doctor, you have financial pressure from different angles, from education loans to pay based on performance. You do not have to work until you are seventy years old to retire with confidence. You work hard serving others; as wealth managers specializing in helping physicians, we work hard to help you. We create a holistic plan that covers everything from paying off student loan debt, saving for your children’s college education, understanding the tax implications of working for a corporation or working for yourself, and so much more. While it might seem easy enough to let your employer take care of your health care plan, insurance, and retirement allocations, it is always wiser to control your finances and enlist a financial advisor who understands your unique concerns.

Financial Services for Doctors

• Insurance – We specialize in helping you understand what insurance services you need and help you get them. Whether through your employer or a private plan, we’ve got your back.
• Investment – With an array of investment services, we will ensure that you have the tools you need to help you achieve financial success. We can help you make wise allocations for your employer-sponsored retirement accounts as well as suggest other solutions to diversify your overall portfolio.
• Tax Planning – Whatever your situation is, we create a tax-efficient plan. Tax planning for physicians has many layers that don’t apply to non-physicians; it pays to work with someone trained to handle your unique concerns.
• Wealth Protection – Protecting your wealth and helping ensure that you do not have to work longer than you should. Take control of your finances now to help ensure a successful tomorrow.
• Asset Transfer – Preparing your assets to be transferred appropriately when the time comes is a critical step. If you fail to do this, you may run the risk of having the state decide who receives your assets and how.
• Retirement Planning – Retire with more confidence, knowing that everything is mapped out according to your needs and wants.

Key Takeaways

Whether you are an individual practitioner, an owner in a practice, or a doctor at a large corporation, we have the skills needed to help ensure your financial success. You will become a more confident investor when you have experienced professionals working for you who have been working with physicians for decades. Our team of financial professionals is diverse and well-suited to work with physicians of different backgrounds and various specialties. Our research-based approach to wealth management is the critical difference in how we serve you. We specialize in financial management for doctors, helping you take charge of your finances, pay off educational debt, prepare for your children’s future, and retire with confidence.