Clients trust Rigby Financial Group to proactively lead them toward better business decisions and secure their financial future.

Areas of Expertise

Icon material-business-center
Entrepreneurial & Business Owners

For growth-driven business owners looking for Virtual CFO services.

Icon awesome-home
Real Estate Investors

Taking real estate investors to the next level of confidence on purchases and sales.

Icon awesome-file-medical
Medical Doctors Who Perform
Surgical Procedures

For entrepreneurial physicians looking to offload financial tasks and ensure long-term security.

Technology Companies

A financial roadmap for technology.

What Makes Rigby Financial Different

Most CPA firms call you once a year to tell you your financial statements or tax returns are done, minimizing their own effort. They are unresponsive and rigid. Rigby Financial Group is different.

We get to know you and your business well and take a holistic approach regarding your business and personal finances.

We’ll assign you your own personal Virtual CFO that comes with the accessibility and accountability that you would expect from an internal CFO. Regular communication with advance planning, proactive ideas, suggestions and solutions.

Our clients view us as an invaluable resource who they can lean on when making challenging business and financial decisions. We are their rock.

Select Services

At Rigby Financial Group, we believe that our expertise in tax, accounting, business consulting and financial planning can provide much more than spreadsheets and tax forms. We focus on YOU, not just your numbers – because we believe that professional services should be tailored to your specific situation, and toward realizing your specific dreams. It’s that simple.

 

Recent Blog Posts

Don’t Put Your Dream Retirement at Risk! 6 Common Retirement Planning Mistakes – and How to Avoid Them

While making mistakes is inevitable – we’re all human, and that comes with the territory – in many cases mistakes can be at least mitigated by course correction. Retirement planning – and, indeed, all financial planning – is, thankfully, one of the areas where we can adjust. But it’s important to make that course correction …

Take These Steps the Year Before You Retire

Retirement looms for an ever-increasing number of baby boomers (I suspect a lot of us qualify). Many of us may shy from what we perceive as an uncomfortable – but postponable – subject – but we shouldn’t. Rather, we should plan carefully for what is inevitable. Unless we “die in harness,” which God forbid, we …

Succession Planning For Business Owners – Part I

For a downloadable copy in PDF format, click here.

Featured Recent Blog Entries

19 November 2024
While making mistakes is inevitable – we’re all human, and that comes w ...
12 November 2024
Retirement looms for an ever-increasing number of baby boomers (I suspect a ...
12 November 2024
For a downloadable copy in PDF format, click here. ...
5 November 2024
As some of our clients near retirement, they often ask whether they should ...