Riegel Financial

Riegel Financial Total Financial Planning, Tax Planning and Preparation, Professional Portfolio Management "Riegel Financial is an independent practice".

Tax planning services are not offered through Raymond

“Securities offered through Raymond James Financial Services Inc., Member FINRA/SIPC”

"Riegel Financial is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm"

Families don't avoid legacy planning because they don't care.They avoid it because it feels uncomfortable or rationalize...
07/13/2026

Families don't avoid legacy planning because they don't care.

They avoid it because it feels uncomfortable or rationalized as "something we'll get to later."

Unfortunately, "later" often turns into never, leaving family members to piece things together during an already emotional time.

These conversations matter before they become urgent. Not just for financial reasons, but to make things simpler for the people you care about most.

Behind the scenes, our team is continually reviewing your strategy, monitoring changes that could impact your goals, and...
07/10/2026

Behind the scenes, our team is continually reviewing your strategy, monitoring changes that could impact your goals, and discussing how the different pieces of your financial life fit together over time. Ongoing planning helps ensure decisions stay aligned with where you are today and where you want to go tomorrow.

Dogs have a way of reminding us what really matters, being present, showing love, finding joy in the simple things, and ...
07/09/2026

Dogs have a way of reminding us what really matters, being present, showing love, finding joy in the simple things, and staying close to the people who matter most. 🐾❤️

One of the greatest ways to care for the people you love is by planning for their future, so they can feel secure no matter what life brings.

Here's to living a little more like our dogs, and protecting the ones who greet us at the door every day.

Long-term progress is rarely built from one perfect investment or one perfectly timed decision. More often, it comes fro...
07/08/2026

Long-term progress is rarely built from one perfect investment or one perfectly timed decision. More often, it comes from staying disciplined through different market environments, making thoughtful adjustments along the way, and continuing to move forward even when conditions change.

As careers progress, financial decisions rarely become simpler.Compensation might change. Tax considerations may become ...
07/06/2026

As careers progress, financial decisions rarely become simpler.

Compensation might change. Tax considerations may become more layered. Major decisions may start overlapping at the same time.

That's why many executives eventually realize financial planning requires having the right perspectives and conversations.

Happy Independence Day to the land of the free and home of the brave!
07/04/2026

Happy Independence Day to the land of the free and home of the brave!

We've had the opportunity to sit across from people at very different stages of life.Early on, the conversations are oft...
06/29/2026

We've had the opportunity to sit across from people at very different stages of life.

Early on, the conversations are often about building, growing, and figuring things out.

Over time, they start to shift.

Less about what needs to be done next, and more about how they want to spend their time. Where they want to be. What they want their life to actually look like.

And then, gradually, you start to see it come together.

More flexibility. More intention. More ability to say yes to the things that matter and no to the things that don't.

That's always been the goal.

There's a difference between having a plan and having support behind it. We often see situations where everything looks ...
06/26/2026

There's a difference between having a plan and having support behind it.

We often see situations where everything looks right on paper, but the pieces don't fully connect. Priorities shift, decisions overlap, and it becomes harder to see how it all fits together.

That's where having the right team matters.

Not just to provide answers, but to help think things through, connect the moving parts, and bring a level of clarity that can be hard to create on your own.

People are shifting how they think about retirement.For some, it's starting a small business they never had time for.For...
06/25/2026

People are shifting how they think about retirement.

For some, it's starting a small business they never had time for.
For others, it's picking up creative work, traveling more intentionally, or simply having the flexibility to spend time where it matters most.

It doesn't look the same for everyone.

What's consistent is the desire to stay engaged, to keep growing, and to use time more intentionally than before.

What are you looking forward to? How do you see yourself spending your time?

Riegel Financial was proud to sponsor the Golf "fore" KCS Forward Foundation on June 4, an annual charity golf outing be...
06/25/2026

Riegel Financial was proud to sponsor the Golf "fore" KCS Forward Foundation on June 4, an annual charity golf outing benefiting Kettering City Schools.

Events like this are a great reminder that community involvement is about more than showing up for a day on the course. It is about supporting the students, schools, and families who help shape the place we call home.

Thank you to the KCS Forward Foundation for hosting such a meaningful event. We're grateful to play a small part in supporting Kettering schools.

Address

313 E Stroop Road
Dayton, OH
45429

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(937) 293-1040

Website

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