Retirement Planning Corporation Pension & Profit Sharing Plans, Insurance, Life Insurance

Phone: (262) 785-1005
Direccion: 16655 W Bluemound Rd # 270, Brookfield, WI 53005, Milwaukee
Sitio web:

Retirement Planning Corporation

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&#8211;an essential step amid
what can seem like a bewildering array of choices and an uncertain economy.
Financial Planning &#8211; 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 &#8211; We help
clients with 15 or more years in the workforce
to make the right financial and investment decisions, including developing
reduction strategies, determining disability and life insurance needs,
college savings plans, and projecting future retirement income needs.
Investment Advice and Asset Allocation for
Commercial and/or Federal Employee
Benefit Plans &#8211; Getting the most from benefit plan choices
is not as cut-and-dried as
many people think. We&#8217;ll help you to structure and evaluate your
investment options
according to your financial goals and level of risk tolerance.
College Financing &#8211; 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&#8217; 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
Read the NAPFA Fiduciary Oath.
National Association of Personal Financial Advisors
Financial Planning Association
Better Business Bureau of Greater Washington, DC
Privacy Policy
To download our full Privacy Policy Statement,
click here.
Retirement Planning Services, Inc. is committed to the confidentiality and security of the personal and financial information that you provide to us. We appreciate and honor your trust in us and consider your data to be privileged.
The information that we gather, both on our own forms and on copies of statements from your other financial partners, is used solely for the purpose of creating a personal financial plan for your use. Our client list, and personal information about our clients, is never shared with any third party. On occasion, our clients request that we consult with other professionals such as accountants, realtors or attorneys on their behalf. In this instance, we will discuss your personal information only with your express consent to do so.
Advisory Business Briefing
M I S S I O N  S T A T E M E N T
We partner with clients to achieve financial
and/or education retirement goals through objective
planning, professional instruction, and management of investment assets.
RPS&#8217; purpose is to give
the best planning advice, recommend the most appropriate investments,
help clients manage their
investments and finances, and educate clients on how to preserve and
protect their wealth. The client&#8217;s
interest always comes first. RPS acts with the highest level of integrity
and strives for excellence in
every facet of its practice.
3605 Twilight Court, Oakton,
VA 22124  |  Phone:  (703) 716-1233  |  Fax: (703)
Directions to RPS's Oakton Office
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