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Rockford Retirement Planning

Rockford Retirement Planning, serving Northern Illinois and beyond, offers comprehensive financial and retirement planning services. Our primary focus is to help our clients retire with confidence, by creating custom strategies to fit their unique goals and dreams.

We understand that planning for your financial future can be complex and overwhelming. As fiduciaries, we are committed to providing straightforward solutions with our clients’ best interests at the forefront. When you partner with us, we will help eliminate the stress of retirement planning and enable you to focus on what’s most important.

Carefully Designed For You

Our Retire Right Blueprint

Our Retire Right Blueprint process is a comprehensive, four-step process that assesses all aspects of your financial future to help you achieve a secure and comfortable retirement. Our approach focuses on four key areas: retirement planning, estate planning, long-term care planning , and tax planning to ensure you are set up for success and can enjoy your golden years.

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Retirement Planning

We’ll work with you to help create a balanced plan that maximizes your Social Security benefit, guides you through decision making for any pensions you may have, and incorporates viable guaranteed income streams to last through your retirement. Then we help you invest what’s left over to combat inflation and grow your legacy.
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Estate Planning

Our estate planning services are designed to help you avoid probate and ensure your wishes are carried out smoothly. We’ll guide you through creating wills and trusts to safeguard your wealth, protect and care for your loved ones, and ensure you never leave a burden for the people you care most about.
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Long-Term Care Planning

Our unique approach to long-term care planning will help you prepare for the future by protecting your assets and ensuring you receive quality care if needed. While most Long Term Care Plans are use it or lose it, our strategy will safe guard your valuable assets for your family if you never end up needing care at all. We guide you through developing strategies to cover the costs without depleting your savings in a tax efficient manner.
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Tax Planning

While your accountant is likely doing a great job of helping you avoid overpaying your taxes in the short term, we can help you avoid kicking the tax can so far down the road that it comes back to bite you later in life. We do this by evaluating opportunities to convert tax deferred assets into tax free assets and help you evaluate when it does and doesn’t make sense to implement these strategies. Learn More About Tax Planning ›

65+ Reviews

See what our clients have to say.

Rockford Retirement Planning, Inc.
4.9
Based on 66 reviews
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E HALL
11:51 18 Mar 25
I've been working with RRP within the last 12 yrs and I feel they have helped me immensely. Assisting me with staying on track for sustaining my lifestyle during my retirement years.
Connie Spain
23:02 01 Mar 25
We were looking for a financial advisor for retirement and so glad to have found Tony. His seminar covered everything we needed to know, eliminating the mystery of finances. He took time to learn about our situation and worked hard to build our retirement plan. Creative, detailed, friendly, and attentive service. We are very happy with the results, and relieved to know that we are in good shape. We have recommended Rockford Retirement Planning to family and friends.Two years later: We are very happy with what Antonio has done for us, by planning and setting up our finances for retirement. Now we can relax about the money, and start focusing on our retirement dreams.
Carl Bufalo
13:30 24 Feb 25
As we were getting close to retiring at 62 we were questioning if it was possible . Tony was referred to us by a friend who he helped. Our first visit was all it took. Tonys specialty is to help the working class along with the wealthy. It is possible and if you are approaching retirement you need to contact Tony for a no high pressure meeting.
Vernon Vyborny
03:28 21 Feb 25
Antonio (Tony) is the most honest individual that we know not only as a business person but a pillar in the community. Tony, for many years had sold my wife and I on the idea of Being Our Own Bankers.Years later, now retired we are able to receive what we call our vacation check once a year. Pulling funds from what Tony has used as the Three Buckets of Investments System.We live in a different state now that we're retired. However; we don't plan on making any moves with our investments.
Jerry
02:13 21 Feb 25
Jennifer Wiedow
16:55 20 Feb 25
RRP is the best. We have been very pleased with Tony's attentiveness to our retirement intentions. He is always available to answer any questions we have and comes to the table with multiple solutions with any issues we may experience. Kudos to Tony and his staff.Rick and Jenny Wiedow
Gerard Ponte
14:39 20 Feb 25
Tony was a real Blessing in setting up our retirement. Even though we never physically met he won our complete confidence and trust! Not only has Tony proved to be very knowledgeable about his work but he demonstrated genuine concern for our personal financial needs! Thank You Tony for always being there for us and never to busy to talk!, 👊
Donna
16:08 19 Feb 25
Tony explains things very well.He cares for our retirement and the best way for investing.He answers all questions.We are very satisfied with Tony and don't worry about our retirement.
Sheila Bond
20:10 01 Jan 25
Getting started with the Rockford Retirement Center has been really easy to transition, the only issue we have is that we feel communication after doing all the transfers has been absent. We understand that it is still early in the process, however we have not seen our portfolio and really don't know what our next steps are.
Ronald Sneller
16:54 06 Dec 24
Not only is Tony extremely knowledgeable, he is a stand up guy. Credibility & trust is of utmost importance, and nonnegotiable in the world of financial services. Over the last 5 years of knowing him, I've seen Tony demonstrate this over and over in the way he handles clients, operates his practice, mentors other advisors, and gives back to the industry. I highly recommend Antonio Fillipone!

Retirement Resources

Download The First Chapter

How To Have A Happy And Stress Free Retirement

A Guide To Making One Of The Biggest Transitions Of Your Life

Are you ready to retire? This book is designed to help eliminate the fear and overwhelm that comes with making this important life transition, move forward with confidence that you are not making any mistakes, retire happy, stress free and secure! This easy to follow guide will walk you through the many important decisions ahead and help you develop a plan to avoid many of the potential pitfalls.

Download the first chapter today!

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Guidance You Can Trust

At Rockford Retirement Planning we are dedicated to doing right by our clients. We know how hard our clients work and believe they deserve a trusted partner in planning their retirement. We strive to help as many individuals and families fund the retirement they imagined with a comprehensive plan they trust.

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