Tax Season Can Be the Perfect Time for a Financial Second Opinion
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March means tax season, and while most people focus on filing returns, it can also be one of the best times to step back and evaluate your entire financial picture.
At Riggle Wealth Group, we believe financial planning should go far beyond investment selection. We take a comprehensive, research-based approach designed to integrate tax strategy, retirement planning, risk management, and long-term wealth design into one cohesive plan. Tax season can provide clarity through updated income numbers, realized gains, business performance, and contribution limits, making it an ideal moment to uncover new opportunities.
What makes Riggle Wealth Group different? Experience, discipline, and credentials matter. Our team includes professionals with respected industry designations such as Chartered Financial Analyst®, Accredited Investment Fiduciary®, Chartered Retirement Plans Specialist, Certified Financial Planner™, and Certified Public Accountant. These certifications reflect advanced training and a fiduciary commitment to acting in our clients’ best interests.
We also believe in the value of a second opinion. Even well-built financial plans can benefit from a fresh review. Are your investments aligned with your risk tolerance? Are you maximizing tax-efficient strategies? Is your retirement income plan prepared for changing markets?
This March, as you gather your tax documents, consider gathering clarity as well. Visit Riggle Wealth Group to schedule your complimentary second opinion and discover opportunities to strengthen your financial strategy with confidence.
Drew Riggle
Financial Advisor, CFP®, CPA, CSSCS
Riggle Wealth Group | 100 Filbert Street, Hanover, PA 17331 | 717-630-1001 | rigglewealth.com
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Cetera Wealth Services LLC, exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services LLC nor any of its representatives may give legal or tax advice.
The opinions contained in this material are those of the author, and not a recommendation or solicitation to buy or sell investment products. This information is from sources believed to be reliable, but Cetera Wealth Services, LLC cannot guarantee or represent that it is accurate or complete. Credentials, certifications and designations do not guarantee that any investment goal will be met.
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Visitors often inquire about the Hanover Historic District, which is known for its over 2600 mid-19th to mid-20th-century buildings.
In Hanover, Pennsylvania, history enthusiasts can enjoy a journey through time with visits to the Hanover Area Historical Society Museum, which showcases the town’s rich past; the Warehime-Myers Mansion, a beautifully preserved example of early 20th-century architecture; and the Neas House, one of the oldest surviving structures in Hanover, offering a glimpse into the life of the 18th-century Pennsylvania German settlers. These historical landmarks provide a captivating window into Hanover’s heritage and are a must-visit for those looking to experience the town’s historical charm.
In addition to Codorus State Park and Hickory Falls, Hanover is also known for the Snack Town Street Fair, a vibrant festival celebrating the town’s snack food heritage with craft vendors, food, and entertainment, created in partnership between the Hanover Area Chamber of Commerce and Utz Brands
Hanover provides a rich historical experience with tours like the Civil War Ghosts of Gettysburg Tour and the Spirits of Jennie Wade Ghost Night Tour in nearby Gettysburg.
Hanover, Pennsylvania, is renowned as the Snack Food Capital of the World, home to iconic brands like Utz Quality Foods and Snyder’s of Hanover, which are part of the Campbell Snacks portfolio.
Dolphin & Anchor Pub: Located in the heart of Hanover, they offer traditional beer styles with a twist.
Fat Bat Brewing Company: A local brewery started by a beer-loving brother and sister team, known for their craft beer selections.
Sign of the Horse Brewery: A contemporary brewery catering to craft brew enthusiasts with a range of house taps.
Lydian Stone Brewing Company: A nano brewery offering a variety of craft beers, from the light or malty to the hoppy or stouts; and, plenty of conversation.
The Borough office at 33 Frederick St, Hanover has everything you will need to find your way around Hanover.