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

Allocating Your Retirement Portfolio

Our last post talked about retirement planning during times of market volatility, such as we are at present experiencing. This week, we are going to discuss how to allocate your retirement portfolio. And how do you best do that? The answer, as it so often is – it depends. There are so many factors to …

Planning for Retirement in a Volatile Market

We are focusing on retirement planning – our last entry discussed some of the changes made to the governance of retirement accounts and distributions from them in the Setting Every Community Up for Retirement (SECURE) Act, and a few of the potential further changes in the House-passed Securing a Strong Retirement Act (SECURE 2.0). Nonetheless, …

How the SECURE Act Changed Retirement Plans

We first wrote about the significant changes to retirement plans made by the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act), in January of 2020 – shortly after its effective date of January 1 of that year. But we think now is a good time to revisit the Act’s changes, especially …

Featured Recent Blog Entries

27 July 2022
Our last post talked about retirement planning during times of market volat ...
20 July 2022
We are focusing on retirement planning – our last entry discussed some of ...
13 July 2022
We first wrote about the significant changes to retirement plans made by th ...
6 July 2022
When our business has a job opening, we always have a choice – hire someo ...