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

Areas of Expertise

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Entrepreneurial & Business Owners

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

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Real Estate Investors

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

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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

Choices—Is a Traditional 401(k) or a Roth 401(k) the Best Fit for You?

When it comes to retirement planning, no amount of care can be called too much. And, speaking of “much,” most of us have a number of options on the retirement plans we have available as vehicles for saving. If your employer offers this, one of these options may be a Roth 401(k). Roth 401(k)s were …

The Spousal IRA – is it Right For Your Family?

If you are married, and your spouse is a homemaker, you might think only you can make contributions toward retirement via eligible retirement accounts and plans. But that isn’t the case! A spousal IRA can allow both partners to save toward their retirement years on a single income. What is a Spousal IRA? “Spousal IRA” …

On the Chopping Block – Tax Breaks Under Fire in Congress

President Trump campaigned on a good many issues – but taxes were high on the list. He proposed no income tax on Social Security, overtime pay, or tips. The tax cuts enacted in the 2017 Tax Cuts and Jobs Act (TCJA) would be made permanent or at least extended. Costly proposals, all of them! And …

Featured Recent Blog Entries

1 April 2025
When it comes to retirement planning, no amount of care can be called too m ...
25 March 2025
If you are married, and your spouse is a homemaker, you might think only yo ...
18 March 2025
President Trump campaigned on a good many issues – but taxes were high on ...
11 March 2025
When did you last take a careful review of your retirement planning? Have y ...