Rigel Mathis
Booking a session does not constitute the establishment of a client-advisor relationship.I am a licensed financial professional, holding credentials in Life Insurance, SIE, Series 6, 63, 26, 65, and as a Mortgage Loan Originator (MLO). Investing involves risk, and past performance is not indicative of future results. No guarantees are made regarding financial outcomes.
Meet & Greet (copy)
Let's Connect! This 30-minute Meet & Greet session is your chance to get to know me, learn about the services I offer, and share your financial goals...
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30 minutes
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Meet & Greet
Let's Connect! This 30-minute Meet & Greet session is your chance to get to know me, learn about the services I offer, and share your financial goals...
Read more
30 minutes
View details
Book with Rigel Mathis, Your Texas Advisor
Welcome! I'm Rigel Mathis, your Texas Advisor, dedicated to helping you achieve financial independence and peace of mind. In our session, we’ll disc...
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25 minutes
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Book a time that works best for your schedule around my availability! Thanks.
30 minutes
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Recruiting Interview
Are you interested in learning more about the financial services industry and being part of our team? This recruiting interview is your opportunity to...
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25 minutes
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Initial Consultation
During our initial consultation, we'll dive into your financial aspirations and challenges. This is your opportunity to share your goals, and for us t...
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30 minutes
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Client Revisitation
Welcome back! During this session, we will review the progress we've made in your investment portfolio, make necessary adjustments, and ensure that yo...
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30 minutes
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