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

Retirement: Pros and Cons of Rolling Your 401(k) to Your IRA

As some of our clients near retirement, they often ask whether they should roll their 401(k) (or 401(k)s) into an existing or new IRA. The answer is (as it so often is) – maybe. There are pros and cons to such a rollover, which should be weighed in light of your individual circumstances and needs. …

Have a Spooky – But Safe – Halloween!

Halloween has been celebrated in one form or another for over 2,000 years – it dates to the ancient Celtic festival of Samhain, which was celebrated on October 31 with bonfires outside and hearth fires in homes left to burn out as the harvest was gathered. That date was the official year-end, with the new …

Do You Really Want Your Ex Inheriting Your Retirement Account(s)?

We’ve written more than once about the importance of keeping your beneficiary designations current. In fact, one of the first things we do at RFG with new clients is to ask to see beneficiary statements on all relevant accounts and insurance policies, both life and disability. We also ask to review these periodically, as life’s …

Featured Recent Blog Entries

5 November 2024
As some of our clients near retirement, they often ask whether they should ...
29 October 2024
Halloween has been celebrated in one form or another for over 2,000 years â ...
22 October 2024
We’ve written more than once about the importance of keeping your benefic ...
15 October 2024
Most privately-held businesses created and registered before January 1, 202 ...