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

The Portability Election – And Why It’s Important!

One of most frequently overlooked tools in your estate planning arsenal is the portability election. Estate portability elections stem from Sec. 2010(c)(5)(A), which provides that a deceased spousal unused exclusion (DSUE) amount becomes available to a surviving spouse’s subsequent transfers during life and at death but only if the executor of the decedent’s estate timely …

When Do You Need a Trust?

Estate planning can be a difficult task – or many individual tasks. We’ve discussed the need for wills and powers of attorney, but there’s another vehicle for protecting your assets and your legacy for your heirs – a trust, or trusts. But how do you determine whether a trust is the right thing for your …

The Family Meeting on Your Financial Affairs – and Why You Need to Have One

Money and death. Most people (myself included) find these topics difficult to raise with family members. One’s approach to both is necessarily emotional as well as, hopefully, rational – for all parties to the discussion. But a crucial factor in estate planning is talking with your family about your plans. All too often, family discord …

Featured Recent Blog Entries

20 September 2023
One of most frequently overlooked tools in your estate planning arsenal is ...
13 September 2023
Estate planning can be a difficult task – or many individual tasks. We’ ...
6 September 2023
Money and death. Most people (myself included) find these topics difficult ...
30 August 2023
A friend of mine told me a story about her mother’s death. Her father had ...