Riegel Financial

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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"

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

09/30/2026

Ted Lasso may be a comedy about soccer, but it has plenty to say about leadership, resilience, relationships, and simply being a good human.

A few lessons that have stuck with me:

• Kindness and boundaries can coexist.
• Curiosity creates connection.
• Asking for help is a strength.
• Confidence doesn't always have to be loud.
• Sometimes, getting through the day is enough.

A good reminder that some of the most important lessons have nothing to do with money.

It's amazing how much space one unanswered financial question can take up in your mind.You might only think about it for...
09/29/2026

It's amazing how much space one unanswered financial question can take up in your mind.

You might only think about it for a few minutes at a time.

Driving to work. Lying awake at night. Paying the bills. Having coffee on a Saturday morning.

But those few minutes have a way of adding up.

You don't have to have everything figured out before starting the conversation. Sometimes bringing a question into the open is the first step toward feeling lighter.

When everyone counts on you, your own priorities can quietly slip into the background.Not because they matter less, but ...
09/25/2026

When everyone counts on you, your own priorities can quietly slip into the background.

Not because they matter less, but because there's always someone else to think about first.

Over the years, we've had many conversations with women balancing careers, caregiving, family, and countless responsibilities. One thing we've learned is that supporting others starts with making sure you have a plan for yourself.

You deserve the same care and attention you give to everyone else.

Sometimes the most important financial decision is simply making time for the conversation.

We've found that people don't usually schedule a meeting because they want to review their investments.They schedule a m...
09/23/2026

We've found that people don't usually schedule a meeting because they want to review their investments.

They schedule a meeting because something in life has changed.

A new opportunity.

A growing family.

An aging parent.

A career milestone.

Those moments are often exciting, sometimes overwhelming, and almost always worth talking through.

That's why we believe some of the strongest financial plans aren't built to stay the same. They're built to adapt as your life does.

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

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