🎯 FREE QUIZ
Is an Annuity Right for You?
Planning for retirement involves more than just saving — it’s about making the right decisions to help turn those savings into dependable income. One option many people consider is an annuity, but how do you know if it’s the right fit for your needs? This short quiz is designed to help you reflect on your financial goals, income preferences, and comfort with risk to see how closely they align with the features of an annuity. In just 10 quick questions, you’ll get a personalized score with insights that can help you better understand your retirement planning style. Whether you're just getting started or already exploring income options, this quiz is a helpful step toward clarifying your path.
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Ronald Briggs
Financial Professional Ronald J. Briggs Jr, FIC, CRPC®, is an industry veteran with over four decades of experience. As the founder of Caitlin John Private Wealth Management, a Fiduciary based Registered Investment Advisor firm established in late 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 and future legacy was to build a fiduciary-based advisory firm to continue serving his clients and future generations 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 “FIDUCIARY” and independent Registered Investment Advisor (RIA) firm with their own individual brand and identity they built in their local community. With that being said, Ron and his Team of Tax and Risk mitigation experts are proud to announce the Briggs Financial Group, Wealth Advisors (BFG) serving Ron’s personal clients across the US, with its dual national headquarters located in Brighton, Michigan and Bonita Springs, Florida.