What We Do

At Paul R. Rigney & Associates, LLC, we want to guide you through the rocky terrain that lies ahead in retirement.  The financial landscape is very different in today's harsh economic climate.  The strategies of the past will no longer assure you the retirement you hope to have.

We have one goal in mind: to assist our clients in developing a complete, written financial plan, a plan that takes all of today's retirement concerns into consideration.  You deserve a plan that meets your expectations.

WHAT AREAS CAN PAUL R. RIGNEY & ASSOCIATES HELP ME WITH?

DETERMINE THE PROPER INVESTMENT RISK/SAFE RATIO

Having too much risk in your retirement portfolio could be devastating to your financial future.  The proper risk/safe ratio often depends on multiple factors that the common investor does not consider.  Our Investment Risk Review analyzes your current portfolio's risk level and helps you determine if you need to make any adjustments.  Click here to learn more about determining your proper risk ratio.

DEVELOPING INFLATION ADJUSTED INCOME FOR LIFE

We specialize in developing custom plans for our clients that guarantee they will never run out of money as long as they live.  By positioning a portion of your assets, we are able to create an income plan that considers future inflation, longer life expectancies and eliminates the fear of running out of money before you die.  Click here to learn more about developing an income plan in retirement.

PROTECTING YOUR ESTATE & YOUR LEGACY

All too often, the right written investment plan and retirement portfolio falls by the wayside because of improper estate and legal documents.  It is not enough to simply invest your money properly.  If you want to leave your legacy to your loved ones, you must have your legal documents properly prepared.  Clients of Paul R. Rigney & Associates receive custom estate plans that help them avoid probate and unnecessary taxation.