I have over 35 years of experience working with individuals and families to understand their wealth. The mechanics of what I do are important, but I always strive to make sure we discuss your investments in terms you fully understand and set goals that cover the expanse of your needs. I offer services which include portfolio analysis and management, retirement and education planning, insurance and long term care for individuals and families, and establishing and managing retirement plans or performance of ERISA review of 401K and other pension plans for corporations. I successfully completed the Retirement Income Planning Certificate Program from the Wharton School at the University of Pennsylvania and hold the Retirement Income Specialist designation. Focuses: Wealth Planning, Tax Efficient Portfolios, Asset Protection Strategies, Fixed Income Strategies, Retirement Income Planning, Portfolio Reviews, Retirement Income Implementation Strategies, Municipal Bonds and bond portfolio reviews, Accumulation-Management-Growth and Distribution Planning for long term investors, Establishing College Savings Programs and working with your young adults to help them to save for their future. Call me to discuss how I can help you and your family achieve your investment goals. You can contact me by phone at 267-685-4208 or by email at LRiggs@Janney.com. For more information about Janney, please see Janneys Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.