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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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Helpful Resources and Curated Content

Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.
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Retirement Questions That Have Nothing to Do With Money

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.
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When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
Learn More
Financial Strategies for Women

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
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

Schedule a Complimentary Consulatation

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Your road for a successful Retirement starts here 

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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