How We Get Paid
Our comprehensive financial planning services include developing a strategy to meet your needs and goals followed by supporting you through the implementation of your plan and future decisions.
Clients can choose to compensate us on a commission or fee for service basis. Whatever works best.
Commission Based
Rigden Financial Inc. is an independent agency, meaning we have many financial institution partners and are not bound to any single insurance, investment, or mortgage provider. Our recommendations are guided solely by your risk tolerance and financial objectives. When you implement financial products through us, we receive compensation directly from the lender, insurance, or investment company in the form of commissions.
Fee Based
For clients managing financial assets and decisions outside of Rigden, in whole or in part, we can create a fee-based service agreement for mortgage planning, investment planning, retirement planning, estate planning, tax efficiency, and risk management. Billing can be on an hourly or a retainer fee basis to match client preference and needs.
Hybrid commission and fee-based arrangements are also possible.
No Surprises!
There are strengths and weaknesses inherent to each of the compensation options which we are happy to discuss. We are committed to transparency about our compensation. We will develop an agreement to suit your needs in advance and update it as required to avoid surprises along the way.
Feel free to contact us with any questions about how we can work together.