Riegel Financial

Call Directions Website Contact the business

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"

There comes a point when you start thinking differently about what's valuable.You've spent years building a career, supp...
10/23/2026

There comes a point when you start thinking differently about what's valuable.

You've spent years building a career, supporting a family, saving for the future, and taking care of what needed your attention. Eventually, the question becomes: What do I want more time for?

Maybe it's family. Travel. Your business. Your health. Giving back. Or simply having more control over your days.

Financial planning should help you think beyond the numbers and consider how the life you've built can support the way you want to spend your time.

Financial priorities have a way of changing as life does.At one point, the focus may be building an emergency fund or pa...
10/21/2026

Financial priorities have a way of changing as life does.

At one point, the focus may be building an emergency fund or paying down debt. Later, the conversations shift toward retirement, caring for family, enjoying what you've built, or thinking about what you'll leave behind.

The important part is recognizing how those priorities connect.

A strong financial plan considers what you need today while continuing to make room for what may matter years from now.

Wherever you are in that progression, we'd be happy to have a conversation about what deserves your attention next.

You can know it's time to move and still have a hard time leaving.A home can hold decades of birthday mornings, holidays...
10/19/2026

You can know it's time to move and still have a hard time leaving.

A home can hold decades of birthday mornings, holidays around the table, height marks on the doorframe, and rooms your children still think of as "home."

So when it's time to downsize, the decision carries more than financial considerations. It can mean deciding what to keep, what to let go of, and what you want the next chapter to feel like.

Some moves deserve more than a financial conversation.

Selling a business. Receiving an inheritance. A significant equity payout. Sometimes your financial life can change much...
10/16/2026

Selling a business. Receiving an inheritance. A significant equity payout. Sometimes your financial life can change much faster than you expected.

And with that change can come pressure to make decisions quickly about investing, spending, giving, or what happens next.

Give yourself time to let the dust settle.

A little space can help you understand what's changed, consider the tax and planning implications, and think carefully about what you want this money to make possible.

When the time is right, that's a conversation we're here to help you navigate.

This is a friendly reminder about our upcoming Complimentary Shred Event exclusive to our clients at our Cincinnati bran...
10/15/2026

This is a friendly reminder about our upcoming Complimentary Shred Event exclusive to our clients at our Cincinnati branch. Bring your old tax returns, bank statements, medical records, and other confidential paperwork, and our professional shredding partner will handle the rest.

Whether you have a few papers or several boxes to shred, we'd love to see you. Stop by, say hello, and enjoy the peace of mind that comes with securely disposing of confidential documents. We appreciate the opportunity to serve you and look forward to seeing you at the event.

The most meaningful giving often starts with a simple question: What do I want this gift to make possible?Maybe it's giv...
10/13/2026

The most meaningful giving often starts with a simple question: What do I want this gift to make possible?

Maybe it's giving a student an opportunity they otherwise wouldn't have. Preserving a place that matters to your family. Supporting research that has touched your life. Or strengthening an organization that has served your community for decades.

When you start with the impact you hope to make, charitable planning becomes a much more personal conversation.

Have you ever thought through a financial decision so many times that you're no longer sure what you think?You've run th...
10/09/2026

Have you ever thought through a financial decision so many times that you're no longer sure what you think?

You've run the scenarios. Read the articles. Talked it over at home. Maybe you've even made a decision, only to reconsider it the next morning.

We see this when the stakes feel especially high, like retirement, selling a business, helping family, or making a major purchase.

Sometimes you don't need more information. You need the space to sort through what you already know and determine what matters most.

That's where a thoughtful conversation can help.

Sometimes we hold ourselves to decisions we made for a version of life that no longer exists.Maybe you planned to retire...
10/07/2026

Sometimes we hold ourselves to decisions we made for a version of life that no longer exists.

Maybe you planned to retire at 65, but your work still feels meaningful. Maybe you always pictured staying in your home, but now you'd rather have the freedom to travel. Maybe supporting family or giving back has become more important than something you spent years saving toward.

As life gives us new experiences, our priorities have a way of evolving with them.

Your financial plan should leave room for that.

No two retirement plans are alike because no two people are alike. Whether your ideal retirement is filled with adventur...
10/05/2026

No two retirement plans are alike because no two people are alike. Whether your ideal retirement is filled with adventure, quiet reflection, or creating lasting impact, your goals deserve a personalized approach.

A lot can change in a year. Medicare Open Enrollment gives you an opportunity to see whether your coverage should change...
10/02/2026

A lot can change in a year. Medicare Open Enrollment gives you an opportunity to see whether your coverage should change with it.

Have your prescriptions changed? Your doctors? Your income? Are healthcare costs fitting into your retirement plan the way you expected?

Open Enrollment runs from October 15 through December 7, making this a good time to take another look and bring any questions into your next planning conversation.

We can help you consider how healthcare costs fit into your broader financial picture and coordinate with the appropriate Medicare professionals when needed. Raymond James offe

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

Alerts

Be the first to know and let us send you an email when Riegel Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Riegel Financial:

Shortcuts

Share

Category