Rizzotto tax agency

Retirement Planning

Complete Retirement Planning:    In a 2009 National Survey taken by individuals that were approaching retirement within the next five years, had recently retired, or had been retired for a while, these were the top issues/concerns when it came to working with a professional retirement planner: 

Top Issues/Concerns from Clients
  • Understand my situation
  • Educate Me
  • Respect my assets (no matter how small)
  • Solve my problem – don’t sell product
  • Monitor my progress
  • Keep in touch


We take these top issues/concerns very seriously, and practice them daily.  Let’s face it - The Financial World does not make it easy when it comes to retirement planning.  If the words confusing, challenging or difficult come to mind when trying to figure out the “Retirement Puzzle” you are not alone.  In retirement planning, it is not one size fits all when it comes to making recommendations.  We will take the time to determine your individual goals and needs to help provide you with the education you need to help you be better prepared for your future.

“Money is to be respected; one of the worst things you can do is handle another person’s money without respect for how hard it was to earn.”

T. Boone Pickens, Jr.

Retirement Planning Video Resources

* 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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