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

Ensuring a Happy Retirement

Last time, we talked about planning for the income taxes you will incur during your retirement. In this post, we talk about how best to ensure – to the extent possible – that your retirement is a happy and enjoyable one. It’s indisputable that a happy retirement needs a number of working parts to keep …

Taxation in Retirement – Be Prepared!

Our last post concerned whether to convert your IRA to a Roth IRA. This week, we talk about your income taxes in retirement. It’s almost as important to plan for these tax expenses as to plan for your income when you begin this new stage of your life. Indeed, every factor affecting your retirement plan …

Roth IRAs – To Convert, or Not to Convert?

We last discussed whether to roll your 401(k) plan into an individual retirement account (IRA) when you stop working for an employer. This week we discuss whether to convert your existing retirement account(s) into a Roth IRA. An IRA, and most employer-sponsored retirement plans, allows you to contribute pre-tax dollars toward your retirement; for many, …

Featured Recent Blog Entries

28 September 2022
Last time, we talked about planning for the income taxes you will incur dur ...
21 September 2022
Our last post concerned whether to convert your IRA to a Roth IRA. This wee ...
14 September 2022
We last discussed whether to roll your 401(k) plan into an individual retir ...
7 September 2022
A lot of you know I like stuff. Good wines, good books, good food. Well-mad ...