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10575 N 114th ST, Unit 105, Scottsdale, AZ 85259

480-248-8029
paul@rizzofinancial.com
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Strategic Wealth Management for

Your Financial Success

We help individuals and families navigate important financial decisions across investments, income planning, and long-term financial strategies with clarity, confidence, and purpose. 

Our Approach

Welcome to Rizzo Financial Group

We believe that good financial decisions don't have to be confusing. We are here to offer simple, proven strategies and ideas to help you make the most of your money. Our number one priority is to ensure you reach your financial goals and help you stay on track to achieve success. 

We understand there is a wealth of information out there from many different publications, news outlets and financial analysts. Not one financial situation is the same. Which is why your needs should based on their own set of circumstances, risk tolerance, fears, goals and passions that are most important you. 

We welcome you to Rizzo Financial Group and encourage you to check out the services we offer, along with the many resources with a wealth of information; education, articles, newsletters, financial calculators and a host of other cutting edge financial tools, strategies and trends.

If you have any questions or want to schedule a complimentary strategy meeting to discuss your specific questions please click below.

Services
Comprehensive Services for Every Stage of Life

Whether you're just beginning, navigating life changes, or refining an established plan, our tailored solutions are designed to grow with you. Through thoughtful planning and ongoing guidance, we support you in making informed decisions about your wealth over time.

Financial Planning

Financial Planning

Having a proper financial plan is like having a roadmap to financial planning success.

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Retirement Planning

Retirement Planning

Retirement planning shouldn't have to be complex. We make things simple so you can feel confident about retirement.

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Asset management 

Asset management 

One of the advantages of being a boutique style firm, is our level of access to the wide variety of investment products that most larger firms can't utilize.

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Wealth Planning 

Wealth Planning 

For our younger audience looking to build wealth in the accumulation phase of their life. 

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Tax Management

Tax Management

We use tax efficient strategies to help maximize your investment and reduce your income.

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Legacy planning

Legacy planning

What kind of Legacy do you want to leave behind? Having a trust or a will ensures your assets are managed accordingly even after your lifetime. 

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What sets us apart?

Beyond offering a diverse range of products, we provide something far more powerful—a strategic approach to your wealth. Our method, Advanced Time Segmentation®, isn’t just theory; it’s built on rigorous academic and industry research. We've identified five essential categories that form the foundation of a well-balanced income strategy—one designed to anticipate and mitigate the biggest risks in retirement, risks that most advisors overlook. This isn't just planning; it's precision-engineered financial intelligence, ensuring your wealth works for you.

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Our Clients

Rizzo Financial Group proudly serves clients across the United States. 

WHAT OUR CLIENTS ARE SAYING:

"I have been working with Rizzo Financial for about 20 years. It has been a successful relationship. I have enjoyed their professional and personal service. Rizzo Financial has an understanding of my investment wants and needs. I highly recommend Rizzo Financial to anyone seeking investment advice and services."

- Brian M.

"I have been invested with Rizzo Financial Group for several years and am very pleased with the service I receive. I attribute my experience to the thoughtful guidance, sound judgment, and experience provided by Paul Rizzo. He works hard for his clients and always stays in touch. I have complete trust in Paul and appreciate all the friendly people working in his office."

- Dorothy R.

"I have been a client of Paul Rizzo for approximately eleven years. I was impressed from the very beginning with his professionalism and his ability to quickly determine my needs. Paul is extremely well-organized and has an extensive industry understanding, which has helped guide me in working toward my financial goals. He is focused and knowledgeable about spending, income, financial protection, and goal-setting. His advice is clear, helpful, and well explained. Paul is very accessible. Formal reviews are held every six months, and any phone call or correspondence is returned within 24 hours. His staff is also competent, courteous, and always available. Overall, I have a great deal of confidence in Paul and his team, and I highly recommend them to anyone seeking financial guidance."

- Kathy F.

"My husband and I have worked with Paul Rizzo for several years. Paul provides helpful financial guidance and prioritizes his clients' needs and interests. We highly recommend Paul for any of your financial needs!"

- Mary Ann Z.

"My husband and I have been clients of Paul for several years, and he has always given us professional advice for our portfolio. His proficiency and knowledge of today's markets and trends go above and beyond. His expertise in retirement planning has given us profound confidence in our future. We would highly recommend Paul for all of your financial planning needs."

- Phyllis B.

"Paul Rizzo is an outstanding financial planner. He is friendly, always accessible, and regularly checks in about my portfolio and the markets. He listens closely, understands my concerns, and tailors a plan that fits my life and goals. I highly recommend Paul to anyone looking for a trusted and skilled advisor."

- Richard P., DDS

"Paul and his staff are terrific, very responsive, and very good at explaining things. The customer service is exceptional, and I have been very satisfied with the guidance and overall experience over the years. Highly recommend!"

- Sherry S.

This testimonial was given by a client of the financial advisor, and no compensation was provided directly or indirectly. This testimonial is not a guarantee of future performance or investment success, and the testimonial may not be representative of the experience of other customers.

Helpful Resources and Curated Content 

Bi-Weekly Mortgage Payments

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Learn More
Surprises

Surprises

Making the most of surprises is a great reason to work with us.
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A Checklist for When a Spouse or Parent Passes

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.
Learn More
Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Learn More

Frequently Asked Questions  

  • We provide personalized financial planning and wealth management designed to help you make confident financial decisions. Our services include retirement planning, investment management, tax-efficient strategies, income planning, estate coordination, and long-term wealth planning tailored to your specific goals and life stage.

  • We work with individuals and families at many stages of life, from professionals building wealth to retirees seeking reliable income strategies. Our clients value personalized advice, long-term relationships, and a clear financial roadmap aligned with their goals.

  • Yes. As an investment advisor representative, we operate under a fiduciary standard, meaning we are legally obligated to act in your best interest when providing advisory services.

  • We focus on strategy first, not products. Our planning process evaluates your risk tolerance, time horizon, income needs, and long-term objectives to create a coordinated financial plan. Our Advanced Time Segmentation® approach is designed to help manage retirement risks and support sustainable income strategies.

  • Yes. Investments are only one part of your financial life. A comprehensive plan brings together taxes, retirement income, insurance, estate considerations, and long-term goals so all aspects of your financial picture work in alignment.

  • Your initial consultation is a complimentary strategy meeting where we will:

    • Learn about your financial situation and goals
    • Discuss current challenges or concerns
    • Identify opportunities and potential risks
    • Determine whether we are a good fit to work together

    There is no obligation to move forward.

  • Yes. Retirement income planning is a core focus. We help determine how much income you will need, where it should come from, and how to structure your investments to support a sustainable retirement lifestyle.

  • We coordinate closely with your CPA and estate attorney to implement tax-efficient strategies and help ensure your overall plan is aligned. While we do not provide legal or tax advice directly, we can connect you with highly qualified professionals. Collaboration is a key part of our process.

  • Financial planning is an ongoing process. We regularly monitor your progress and update your plan as markets change, life events occur, or your goals evolve. We typically meet on a semi-annual basis, though this can be adjusted based on your needs.

  • Simply schedule a complimentary consultation through our website or contact our Scottsdale office at 480-248-8029. We will begin by understanding your goals and building a strategy designed specifically for you.

  • You may benefit from working with an advisor if you are:

    • Nearing retirement or recently retired
    • Managing multiple accounts or investments
    • Concerned about taxes or market risk
    • Looking to consolidate old employer plans such as 401(k)s
    • Seeking a second opinion on your current strategy
    • Looking for greater clarity and confidence in your financial future

Your Road for a Successful Retirement Starts Here. Schedule a Complimentary Consulatation

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."
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