A Lifelong Partner for
Your Financial Journey

Financial planning takes time, and careful consideration.

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Financial planning can be a daunting task, and shouldn’t be taken lightly. Identifying the resources you’ll need, alone, can be a nightmare – from investment strategists and advisers, to insurance agents and estate planners – and, too often, a need only becomes clear when something breaks. Even with all of the specialty providers identified and selected, you still have to somehow coordinate them to act in unison on your behalf – even though they don’t communicate with one another. 

Riegel Financial understands the headache that comes with managing your finances, and brings all of the various facets of total asset management under one roof. Our team combines decades of experience with a range of specialties to provide a total 360° planning strategy – delivering a true unified effort. Our financial coaches will not only manage your assets using tried-and-true strategies, but also guide you through planning proactively for life’s events – helping you to bring your goals to life.

Planning & Investments

  • Total financial planning*
  • Professional portfolio management
  • Estate planning
  • Asset Allocation

Life Planning

  • College Planning
  • Retirement Planning
  • Insurance — Life, Disability, Long-term

Riegel Financial CPAs

See what our CPAs can do for you and your future*

Check the background of this investment professional on FINRA’s BrokerCheck

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Dear Client,

We have all been affected by the spread of the COVID-19 virus. In order to keep our staff and clients safe, beginning at 5PM on March 23rd our office will be closed to the public until further notice pending updates on the virus. While the office is closed for clients, our staff will continue to work and are available to our clients via phone, e-mail or video conference. Please contact us to make an appointment. If you have already scheduled a future appointment at our office, it will be cancelled. If you feel an appointment is still warranted, please contact Jo.

For those of you trying to get tax, accounting or financial information to us, we are providing the following options:

  • For physical deliveries, we have a mail slot at the front of the building that is secure and will be checked regularly.
  • We also have a pick-up box as well. If you need something to be left in the pick-up box, please call Jo to make arrangements.
  • Secure e-mail links are available for you by request. This will provide a safe link between our office and you to send secure data. Please e-mail jo.lawrence@riegelfinancial.com to request this link.
  • For Raymond James clients, the Vault feature is available through Client Access.
  • For any clients at high risk and that do not have the necessary technology to get us the info, we will make arrangements to pick-up and deliver information from you directly. Please call Jo at 937-293-1040 ext. 4 to set this up.

Please don’t be deterred from reaching out to us and getting us your information. We are working and are here to assist our clients meet their needs in a safe manner. The Federal tax filing and payment deadline has been moved to 7/15/2020. We are expecting Ohio and municipalities to follow suit though it has yet to be announced. Please stay safe and contact us with any questions you may have.

Sincerely,
Paige Henry, CPA, CFP