WEALTH MANAGEMENT RESOURCES
At Rigg Wealth Management, we make an effort to publish valuable, timely wealth management resources for our clients and prospects. We provide financial news, tips, and articles to enhance your financial knowledge and decision making. We hope you find our resources helpful!
Keeping up with the increasing number of wealth management terms and acronyms can be confusing. This dictionary is designed to help you understand some of the more commonly used wealth management terms you may encounter. We’re happy to explain these terms more in detail and discuss with you those relevant to your situation.Read More
The Rigg Wealth Management blog looks at issues that matter to our clients and prospects. It offers a sampling of the insights and advice from our wealth advisors.Read More
ADVANTAGES OF HAVING AN INDEPENDENT FINANCIAL ADVISOR
Without the overhead and expense of a giant financial firm, you can receive personalized, high quality services at a lower cost. Half the millionaires in the Dallas/Fort Worth metroplex use an independent financial advisors to take advantage of this personal attention and unique services according to Fidelity research. My fees are based on a percentage of the total value of your assets under management. The more I can grow your assets, the more we both make. Under this structure, our financial interests will be always aligned.
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.
LISTEN TO THE SHOW: