Rizzotto tax agency

Consultation

You are cordially invited to attend a special private consultation designed for those who are retired or are retiring in the next five to ten years, and desire a complimentary professional opinion on their current finances and retirement plan.

 

Please accept my personal invitation to a complimentary private consultation to discuss important financial issues that may impact your future. My offer is exclusive and limited to a small number of individuals and couples.

Are you:

 

  • Concerned about potentially outliving the assets you've spent a lifetime accumulating?
  • Frustrated about paying more in taxes than you should?
  • Worried about the financial well being of your spouse after you’re gone?
  • Wondering about how to alleviate risk in the event of a financial crisis?
  • Stressed that your financial representative isn’t providing the information you need?
  • Nervous about how your IRA or Employer Retirement Plan may be impacted by the next market downturn?

 

The answers to your critical investment questions will be addressed in our private consultation. We assure the information presented will be valuable. If you are married, we urge you to have your spouse accompany you.

Many of you have watched your hard-earned retirement savings shrink considerably over the last several years. If you had a serious health issue, chances are you would seek a second opinion from another doctor. ln today’s uncertain financial environment, it is extremely important that people review their current plans and consider new strategies to maximize their wealth. This is an opportunity to get a valuable second opinion on what you are currently doing to prepare for your future.

This is a private consultation with Edward Rizzotto designed to discuss your retirement goals and concerns in a relaxed environment. You will leave with a better understanding of your retirement finances. We look forward to personally meeting with you!

Sincerely,
Edward G. Rizzotto
Owner

Please call today to schedule your complimentary consultation.

(727) 683-9119

* Representative of and securities offered through Brokers International Financial Services, LLC. Member SIPC. Brokers International Financial Services, LLC and Rizzotto Tax Advisory Group are not affiliated companies. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed.

Information presented herein is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Viewers or readers of the information contained on this website, in any articles herein or links to other articles, or posted on any blog or social media site, should be aware that any action taken by the viewer/reader based on this information is taken at their own risk. Any concepts presented herein or links to other articles are hypothetical in nature and intended for educational purposes only. This information does not address individual situations and should not be construed or viewed as any type of individual or group recommendation. Be sure to first consult with a qualified financial adviser, tax professional, and/or legal counsel before implementing any securities, investments, insurance products, or investment strategies discussed herein.

Rizzotto Tax Advisory Group provides tax services which are separate from the securities services offered through Brokers International Financial Services, LLC. Rizzotto Tax Advisory Group does not offer legal advice.

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