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Employing a Powerfully Personal, Transparent, Fiduciary Approach to Financial Planning and Wealth Management for Our Clients

Employing a Powerfully Personal, Transparent, Fiduciary Approach to Financial Planning and Wealth Management for Our Clients

The BFG Legacy

Ron Briggs, a 38-year industry veteran, founded Caitlin John Private Wealth Management in 2010. The inspiration and namesake of Caitlin John was conceived from Ron and his wife Kristin’s two children’s middle names. The vision then was to build a fiduciary-based advisory firm to continue serving his clients and grow his practice. The boutique feel and personalized experience that Ron’s clients felt spread to other Advisors both locally and nationally and enabled the Firm to grow exponentially to this date. Each of these Advisors came to Caitlin John to be part of our independent SEC Registered Investment Advisor (RIA) firm with their own individual brand they built in their local community. With that being said, Ron is proud to announce the Briggs Financial Group, Wealth Advisors (BFG) serving Ron’s personal clients across the US, with its national headquarters located in Brighton, Michigan.

What is the Fiduciary Difference?

Uniquely Briggs Financial Group

The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved. Here are some of our unique programs that you’ll only find with BFG.

NRI Max®

Net Retirement Income MaximizationTM NRI Max® for short, was conceived around developing a multi-faceted, proprietary, client-engaged planning process. The main objective is helping clients think differently about how they plan for the next 2, 3, 4 decades of Retirement.

The Benefits of Smarter Investing

We employ various third party money managers that help our advisors work with their clients to best achieve their goals, objectives and risk tolerance. Using A Smarter Way to Invest, we are leveraging a more tactical, discipline-driven approach to portfolio management, seeking out opportunities for growth while mitigating the risk of significant loss.

1031 Exchanges, DSTs & QOZs

We work closely with our clients to not only understand their goals, objectives and risk tolerance but, we take it one step further. When it comes to advanced tax planning, we remove the complexity surrounding DSTs and QOZs and simplify it so our Clients can make an informed and educated decision.

A Smarter Way 401(k)

Providing the same dynamic management as our Smarter Way Allocations, inside your 401(k)

The Fiduciary Difference

Not all Advisors are the same. Some claim they know the best way to manage and invest your assets but often leaves you in the dark with their reasoning behind their strategies. At Briggs Financial Group, we have a different approach.

Pre-Planning Needs Analysis

By utilizing our NRI Max® approach to pre-planning, we have put together a series of questions to help us get to know you. Both what's important and what keeps you up at night.

Our passion is working with individuals, business owners and professionals, to build a strong financial plan as the core foundation of the future they envision. Ron has spent his career educating and preparing clients during their accumulation years to navigate the pitfalls and misconceptions in key areas of planning for their Retirement. Today, many of his very first clients, going back to 1984, are now successfully enjoying their golden retirement years.

Feel Confident in Your Financial Future

Whatever your situation, our team will listen to what matters most to you. From taxes to retirement, investments, estate planning, charitable giving and more, our experienced advisors do the valuable work of financial planning and wealth management so you can focus on living life your way.

Business Strategies

Our breadth of Small Business solutions ensures that we are able to best match your needs no matter which aspect of investing they require.

Hybrid vs. Traditional Annuities

Due to the vast variety of annuity types along with numerous costs, benefits and riders available in the marketplace, we believe our clients should be educated on the various types of annuities to make the most informed decision to help them achieve their retirement goals.

Hybrid vs. Traditional Life Insurance

Accelerated Benefit Riders can help change your lives. If you were to ever get sick, wouldn’t you want to be able to provide up to $2 Million for Terminal, Chronic, and Critical Illnesses? We know we would.

Individual & Family Strategies

We specially focuse on providing hybrid-advanced strategies to maximize your legacy while minimizing tax ramifications for every level of assets. We also offer traditional vehicles by which to transfer wealth; each case is handled individually to ensure the most efficient means of legacy planning are utilized.

Portfolio Blueprinting

Our premier Portfolio Blueprinting service, which our Advisors provide to all of their clients and prospective clients, provides an in-depth analysis of your current portfolio holdings, real returns, actual expenses, risk-adjusted performance, and outlook.

My Risk IQTM

This questionnaire is designed to gauge your willingness to take on risk in your investment portfolio. These questions ignore any financial constraints that would influence your ability to take on risk.

Your Briggs Financial Group Advisor will work with you, as both architect and engineer, to design and implement solutions spanning portfolio management, financial planning, wealth preservation, and legacy transfer for generations to come.

What Matter’s Most

Visit our Resource Center for helpful advice on topics that matter to you.

5 Fascinating Facts About Retirement

5 Fascinating Facts About Retirement

Did you know that 55% of American workers plan to work even during retirement? While the concept of 'retirement' may conjure up blissful images of long walks, sunny days and leisurely reading, the reality is that many retirees are forced to continue working to sustain...

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