Summary of The Rigby Group’s Personal Financial Planning Services

31 January 2003

We help individuals and families throughout Louisiana and beyond with these important planning services. To learn more or schedule an appointment, call Eric Rigby (504-586-3050) or e-mail:

Retirement Planning

  • Retirement Funding Analysis
  • Retirement Account Allocation Analysis
  • SEP’s
  • 401(k) Plans
  • Supplemental Executive Plans

Investment Advisory Services

  • Portfolio Allocation Analysis
  • Investment Selection and Purchase
  • Asset Management

Net Worth Analysis and Budgeting

  • Budget and Net Worth Projections

Insurance and Risk Analysis

  • Insurance Needs Analysis
  • Life Insurance
  • Long Term Care Insurance
  • Medical and Dental Insurance
  • Section 125 Plans
  • Archer Medical Savings Accounts

Education Planning

  • Education Needs and Funding Analysis
  • Section 529 Plans
  • Coverdell Education Savings Accounts

Income Tax Planning Succession Planning