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Large brokerage houses can have institutional pressures that may limit the financial advisor’s ability to advance his client’s interests.  Our goal as independent financial advisors is to place your interests first and serve you with unwavering focus and sound judgment. Michael Lewis’ book The Big Short and Andrew Sorkin’s book Too Big to Fail show how many Wall Street firms continually fail in taking care of their clients. We understand that every client has unique needs and goals and as an independent firm we have the flexibility and ability to align our interests with yours and focus on you.

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12/28/19: End Of The Year Finances, Freemanhouse.org, & “Flamethrower”

December 28, 2019 – Wealth Strategy with Bryan Rigg, Your Wealth Professor

Today, we’re going to talk about three different things. We’ll start the show with what people should do at the end of the year in regards to their finances. Bryan gives some tips on how to hold yourself more accountable to meet the deadline so you can just think about the family and not finances over the holidays. But Bryan will also give advice on what to do if the deadline has passed.

Then, Barbara Freeman joins the show once again to discuss her nonprofit organization, Freeman House (Freemanhouse.org). Freeman House has been serving the Dallas/Fort Worth area by providing transitional housing for men and women who are coming out of incarceration, recovering from addictions, and escaping homelessness since 2006. A house manager also joins the show to give her testimony to the nonprofit organization and the services they provide.

We’re going to close out the show with Bryan introducing his most recent book “Flamethrower”, which is now available on Amazon.com. According to some historians that proofread the book, “Flamethrower” is the most definitive work on an enlisted marine’s life during World War II.

  • Rigg Wealth Management believes the information provided is reliable, however, it does not warrant that it is accurate and persons relying on the information do so at their own risk. To the extent permitted by law, Bryan Rigg and Rigg Wealth Management disclaims all liability to any person relying on the information in respect of any loss or damage (including consequential loss or damage) however caused, which may be suffered or arise directly or indirectly in respect of such information. Any projections contained in the information are estimates only. Such projections are subject to market influences and contingent upon matters outside the control of Rigg Wealth Management and therefore may not be realized in the future. Historical returns are no guarantee of future performance. Any advice contained in this presentation is general advice. It has been prepared without taking account of any person’s objectives, financial situation or needs, and because of that, any person should before acting on the advice, consider the appropriateness of the advice having regard to their objectives, financial situation and needs. This information provided is not to be disclosed in whole or part or used by any other party without the prior written consent of Bryan Rigg. Rigg Wealth Management and their associates may have interests in financial products mentioned in the presentation.

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