Our main goal at The Rockford Retirement Planning, Inc. is to help you maximize what you are doing with your money and avoid key pitfalls that could set you back substantially. It’s not our job to wrestle you into a financial product or expensive financial plan that you don’t want or need. Sure we have some financial products for sale but you don’t have to buy anything in order to get our assistance. We just want to help you make educated decisions about your money that feel right to you. And that might include not doing anything different if that’s what feels right. If this approach sounds different that’s because it is. In an industry often dominated by egocentric control freaks that sets out to make people feel dumb so you will feel like you need to hire a guru, my companies goal is to empower you to make the right decisions for yourself through education, advice, and a team approach. Why not set up a meeting today and experience the difference for yourself. We are here to help!
YOUR ROCKFORD RETIREMENT PLANNING, INC. TEAM
Antonio “Tony” Filippone, RFC – is responsible for providing you with the best service possible. He will regularly meet with you face to face to help ensure that you are always up to date with economic, tax, and regulatory changes and how they affect you. All financial planning and advice is always done through Tony.
Patricia Filippone – is our Client Service Manager. (and my awesome wife!) She is an LPN by trade but left the nursing field shortly after we got married to help me grow our company. Patricia has also completed extensive tax preparation training with The National Tax Training School and has been handling our customer service issues for the last 10 years. She assists Tony with day-to-day client accounts and customer service.