Rigel Financial: Financial Literacy Surprise, AZ
Rigel Financial provides the expert financial literacy Surprise, AZ families need to build a secure legacy. We believe financial victory is a right, not a privilege. As part of the WealthWave organization, our team is dedicated to teaching families how money works We lead with education first, helping you navigate the Five-Level Path to ensure your family moves from uncertainty to a lasting legacy.
Rigel Financial is a marketing brand of the David Williams Team. Insurance products are offered through World Financial Group Insurance Agency, LLC (WFGIA).
Your Resource for Financial Literacy in Surprise, AZ.
We believe education is the ultimate equalizer. Most families are navigating their financial future without a map. We teach the fundamentals of ‘How Money Works’ so you can become the Captain of your own ship.
- Financial Literacy First: We provide the essential financial literacy Surprise, AZ families need to stop guessing and start building a strategy.
- 7 Money Milestones: A proven, step-by-step roadmap to guide you from where you are to where you want to be.
- Community Education: From one-on-one assessments to group classes for major Arizona employers like ASRS and Motorola.
- The “No-Cost” Standard: Our Financial Needs Assessment and educational seminars are provided at no cost to you or your organization. Schedule your free financial needs assessment now!
- Legacy Building: We focus on creating systems that protect your family today and provide for the generations to come.
The Path to Financial Victory
Most people see finance as a series of transactions. We see it as a transformation. Our 5-Level Path is designed to move you from where you are today to the legacy you want to leave behind.
- Level 1: Live – Protecting your current lifestyle.
- Level 2: Love – Ensuring those you care about are never a “GoFundMe” story.
- Level 3: Lean – Building a reliable system with a team you can trust.
- Level 4: Lives Changed – Making a measurable impact on your community.
- Level 5: Legacy – Creating a story that lasts longer than you do.
Most People Don’t Plan to Fail. They Simply Fail to Understand the Rules.
At WealthWave, we believe financial literacy is ‘the other literacy’ that most of us were never taught. As an independent Wealth Wave leader, I am part of a national crusade to provide the education people truly need to succeed. This gap in our education leaves families vulnerable to trial and error. By following Wealth Wave’s proven 7 Money Milestones, we help you stop the guessing and start building a confident legacy for your family and the Arizona community.
Choose the path that fits you best. Whether you prefer to read, test your knowledge, or watch our mission in action, your financial education starts here.
The How Money Works: Stop Being a Sucker book is the foundation of the WealthWave mission. It is designed to strip away the complexity of the financial industry and explain the “rules of the money game” in plain English.
Instead of dry economic theory, it uses common-sense language and relatable stories to teach you how to move from being a “sucker” to a “student,” and eventually, a “master” of your own financial future. It covers essential concepts like the Rule of 72, the impact of inflation, and the 7 Money Milestones roadmap.
Most people are never taught the “rules of money,” leading to costly mistakes. Take this 3-minute quiz to discover your Financial Literacy Score and see how your knowledge stacks up against the 7 Money Milestones.
Tools for Your Next Chapter
From protecting your family to pursuing a new career, these specialized resources are designed to help you take the next step on your own terms.
Most people overpay for life insurance because they only see one option. We bring total transparency to the process, allowing you to compare rates from top-rated carriers instantly to find the best value for your family.
Over the next decade, $124 trillion is shifting into the hands of women. We are leading a historic national study to understand how women feel about this transfer. Add your voice to the conversation and help us shape the future of financial education.
