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We\'re here today for an hour to talk about wealth, and wealth planning, and financial planning, and your retirement, and saving in general. It\'s not something we do automatically or organically. Having the knowledge to do it and do it right is very empowering. We want you to know because knowledge is power.

The topics we\'ll be covering today are common client roadblocks. We\'re going to talk about that for a little while, about how clients can get in their own way. Bryan has experience with that. Speaking of experience, we\'ve got a few client stories from Bryan about some of the people he works with, and some goods and bads, and some watch outs.

Also, what do we need to know about investing? You want to counsel someone and help them, but you need to be helped as well. What is it about investing that you need to understand and you may be overlooking?

Finally, how do brokers and agents get paid? Your investments, you\'re putting money with these people. How is it that they get paid, and the different rate structures, and things?

LEARN MORE at www.RiggWealthManagement.com

RIGG Wealth Management offers securities to Broker Dealer Financial Services, Member SIPC and advisory services through Investment Advisors Corp and SCC registered investment advisor. RIGG Wealth Management is not a subsidy area of Broker Dealer Financial Services. Neither RIGG Wealth Management nor Broker Dealer Financial Services offer legal advice. Client should consult their attorney of choice on all legal matters.

Opinions expressed on this program do not necessarily reflect those of Broker Dealer Financial Services. The topics discussed and opinions given are not intended to address the specific needs of any listener. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Examples mentioned are for illustrative purposes only, individual results may vary. Past performance is no guarantee of future results. Investing involves risk including loss of principle. Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.