Donald Riggs, Cfp® Email & Phone Number

Wealth Preservation Consultant Helping Individuals Navigate Social Security, Medicare, and Retirement Planning at Riggs Insurance and Financial ServicesAs an independent Wealth Preservation Consultant specializing in retirement income planning, I help my clients organize their financial lives as they prepare for retirement. Many of my clients have accumulated assets throughout their careers but aren’t sure how to coordinate them to transition into a successful retirement.I take the time to listen to my clients and learn what is truly important to them about their money. Then, I create customized financial solutions for their individual circumstances and goals. Many are concerned about having enough money to maintain their standard of living and planning for health care costs.Together, we help answer question pertaining to their individual situation, including:● Do I have enough money to retire?● When should I start taking Social Security benefits?● Should I start withdrawing from my non-retirement assets first, or my retirement assets?● Am I going to outlive my money?● How should I select a Medicare plan?● Do I need additional health insurance coverage?If you are concerned about transitioning towards retirement, I welcome the opportunity to meet and review your specific circumstances. To learn more, please send me a message or call 714-439-9876. I look forward to hearing from you.Specialties: Retirement income planning, Medicare, Social Security, and senior health insurance.

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  Certified Financial Planner ®

  Riggs Insurance And Financial Services

  1984 - Present - Irvine, Ca

  Certified Financial Planner with 32 years experience specializing in retirement income planning, Medicare, Social Security, and senior health insurance. If you are concerned about transitioning towards retirement, I welcome the opportunity to meet and review your specific circumstances. To learn more, please send me a message or call 714-439-9876. I look forward to hearing from you.