Retirement Planning Services Home Page Who We Are Retirement Planning Services (RPS) is a fee-only financial services company with over 29 years of investment management and financial/retirement planning experience. Specializing in a personal, engaging approach, we advise a wide variety of clients– providing long-range planning, mid-career strategizing, and guidance for retirement. </span></p> RPS also conducts instructional seminars in financial planning, personal finance, and retirement planning to Federal, State, and local government employees and businesses in the private sector. Retirement Planning Services, Inc. is a subsidiary of Ticknor Atherton & Associates. Jerry Cannizzaro is quoted in a U.S. News and World Report online article on strengthening retirement. Click to download PDF! The Summer 2011 Newsletter is now available on the Clients Only home page. Previous newsletters are available on the Newsletter Archives page, which is accessible from the Clients Only page. An updated Financial Report Card spreadsheet is now downloadable from the Education page beneath the "Retirement-Specific Information" heading. Not sure about life insurance? Check out the Life Insurance Worksheet on the Education page. What We Do We help our clients build a clear path to financial security–an essential step amid what can seem like a bewildering array of choices and an uncertain economy. Financial Planning – RPS has the experience and tools to help each client meet their financial goals. This help includes maximizing investment returns, reducing long- and short-term risks, and providing expert advice on their tax, insurance, college and estate planning needs. Mid-Career Planning – We help clients with 15 or more years in the workforce to make the right financial and investment decisions, including developing debt reduction strategies, determining disability and life insurance needs, selecting college savings plans, and projecting future retirement income needs. Investment Advice and Asset Allocation for Commercial and/or Federal Employee Benefit Plans – Getting the most from benefit plan choices is not as cut-and-dried as many people think. We’ll help you to structure and evaluate your investment options according to your financial goals and level of risk tolerance. College Financing – From 529 Plans and Coverdale Accounts to custodial accounts, bonds, and low-cost loans, we can help you select the best approach to provide the vital higher education that your children or grandchildren will require. What this Means to You As a fee-only firm, neither RPS nor Ticknor Atherton has no tie to any financial institution, and receives no commissions, fees, or other income from the products and services we recommend. We are compensated solely for planning services, which frees us to act exclusively on our clients’ behalf as an objective and unbiased advisor. RPS and Ticknor Atherton are members of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and is a Registered Investment Advisor. Read the NAPFA Fiduciary Oath.
Associations National Association of Personal Financial Advisors www.napfa.org Financial Planning Association www.fpanet.org Better Business Bureau of Greater Washington, DC www.bbb.org