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Our Services

Click the drop downs to learn more about our all inclusive services 

Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Help making sure your portfolio is tax-efficient. Developing tax saving investment strategies. Referring you to qualified tax specialists.

Working with our estate-planning and trust specialists to review your wills and trusts, help preserving your estate for your intended heirs, help with beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.

Recommending investment and accumulation strategies to help you pay for your children's education.

Reviewing existing insurance policies.

Starting with a budget analysis to determine how much income is needed in retirement and developing strategies to fulfill those income needs.

Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue your goals.


*Rizzo Financial Group is not affliated with Cetera Advisors LLC.

*Rizzo Financial Group is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and/or attorney to help you meet your financial goals.

A Complete Financial Service

A Complete Financial Service

Designed to tackle all aspects of personal finance, we offer a complete, proactive, and personalized financial plan catered to the needs of each client. This package allows for a more hands on and interpersonal relationship with our clients

Financial Planning process

Why should you have a Financial Plan? Well, having a detailed financial plan is like having a roadmap to navigate every difficult financial challenge throughout your life.  Whether you are just thinking about investing, planning for retirement, or currently retired, we will design a plan specific to you. Your situation is unique and we will address every area of your life in your plan as we incorporate every financial planning topic: retirement planning, income planning, estate planning, tax management, risk management, investment management, and education funding guidance as needed.

We will cover all aspects of your situation and life goals in your personalized financial plan. Thinking about the end goal (retirement) can be a overwhelming task. You will need to figure out, what kind of lifestyle you would like to have, the income you would need to sustain that lifestyle, and the portfolio you need to support that income stream, these are at the heart of what we specialize in. We make it simple, and take on the difficult tasks so you don't have to. Our goal is to help connect your life goals to your financial goals, we will routinely monitor your progress and keep you on track to achieving your goals. 


Our Financial Planning Process consists adheres to the CFP board's 7 step Financial planning process. 7-Step Process

1. Understanding the client's personal and Financial circumstances.

2. Identifying and Selecting Goals.

3. Analyzing the Client's current course of action and potential alternative course(s) of action. 

4. Developing the Financial Planning recommendation(s).

5. Presenting the Financial Planning recommendation(s).

6. Implementing the Financial Planning recommendation(s).

7. Monitoring progress and updating the plan.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

paul@rizzofinancial.com | 480-248-8029