Home | Great Futures

ESTATE PLANNING

Preserve a legacy that will last.

Investment Advice

Smart financial advice for the discerning investor.

Retirement Planning

Effective solutions for every stage of life.

Business Planning

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Our Three-Step Process

Every action we take is based on our data-driven, 3-step process.

Assess

Data-driven analysis is the foundation for everything we do.

Plan

Individualized strategies ensure that your goals are always a priority.

Manage

Our comprehensive financial management means we're ready to address your every need.

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? We are ready to help.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

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What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

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Meet Our Team

David Riggle, MBA, CLU, ChFC, CFP®, AIF®

Financial Advisor

Debi Riggle

Office Manager

Melissa Waggener

Client Service

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

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