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ESTATE & LEGACY PLANNING

1 hNorth Capital of Texas Highway

Service Description

The journey of legacy planning starts with what matters most to you. We can help you with developing an estate and financial plan in order to ensure your loved ones are well taken care of for generations to come. We are passionate about making a difference in the lives of our clients and their families through in-depth conversations, helping clients uncover their goals and dreams and executing a well-constructed roadmap to financial success and prosperity.

Contact Details

  • 9442 North Capital of Texas Highway, Austin, TX, USA

    +1 (512) 626-8426

    lynnewiggins@yahoo.com

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ARIV WEALTH 

Austin, Texas
9442 N Capital of Texas Hwy
Plaza I, Suite 500
Austin, Texas 78759

512-663-9555

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Rosemary Beach, Florida
74 Origins Main Street
Suite 506
Inlet Beach, Florida  32461

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All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

 

Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG"), a registered investment advisor.ARIV Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

 

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

 

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy

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