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Financial and Investment Planning Decision number 1:
Am I going to do this on my own or am I going to hire somebody?

As you think about your financial future, you may feel you are well positioned. You may be planning for retirement or transitioning your business. You may be going through difficult times, such as a corporate downsizing or the passing of a spouse. These are all times when a person may overlook the need for professional financial planning.

I know it can be difficult to find the right personal financial planner and investment advisor. Decades ago, I was looking for clear, sensible financial counseling. What I got instead was a disappointing experience with a product-pushing stockbroker who had no consideration for my situation or long-term goals. So I educated myself, I learned from experience, I built my own financial planning practice. Now I am in a position to help others.

I offer thoughtful financial advice that is based on experience, supported by credentials and dedicated to your long-term well-being. My approach is straightforward. We will work together, and I will listen to you and understand your goals. We will discuss cash flow and risk management planning, income and estate tax reduction, investment strategies. Every recommendation I make will be focused on achieving the results you want. And when we come up with a plan, I will explain it thoroughly and answer all your questions.

I believe that trust is earned. I can help you shape your financial future. Give me the opportunity to earn your trust.

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Richard A. Rizzardi, Sr. Financial Planner Registered Investment Advisor Agent Contact Us