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.


Annuities, CD’s, IRAs & 401K

October 28, 2017 – Wealth Strategy with Bryan Rigg, Your Wealth Professor
Listen In Every Week: Saturday on WRR from 7:00-8:00 am

We’re going to talk today about four different things. We’re going to lead off with annuities. When we talk to new clients, and we talk to people who listen to the show, the feedback is everyone’s heard about annuities, and everyone’s heard about CDs. It’s because it’s what banks do. It’s safe. It’s a reasonable return, and there are expectations that could be met. We’re going to get into what they are, and why they may not be what you think they are.

Then we’re going to get into Rigg Wealth Management.  Their business here in North Dallas isn’t for veterans, but they have a lot of experience being veterans. We’re going to talk about what their special insights are for veterans if there’s any out there that are listening. Then we’ll get into definitions and differences with IRAs and 401(k)s. Most people do this more than anything else as far as a do‑it‑yourself kind of investment option. We’re going to get into the do’s and don’ts.

We’re going to close out the show with client stories. We’re going to have Bryan talk about some of the successes he’s had with some of his clients of late and in the past few years that are relevant. In case any of you are looking at coming on board, we wanted to remind you that you’re not the only one that’s jumping from one investment firm to another. Bryan, as an independent consultant, he gets a lot of new clients that come over from somebody else, and some first-timers, as well.


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  • 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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