Antonio “Tony” Filippone, President of Rockford Retirement Planning, has two decades of experience in the financial services industry. He holds credentials as a Registered Financial Consultant and Investment Advisor Representative, along with various insurance licenses. His firm is committed to delivering tailored retirement solutions, aiming to help clients retire with confidence by “mistake-proofing” their retirement plans. Beyond individual consultations, Tony has contributed to financial literacy by developing course materials for Rock Valley Community College and teaching classes there for over a decade. He has also been invited to speak at organizations such as the Winnebago County Board Employees, Ingersoll Retirement Association, and The Center for Learning in Retirement, among others. Tony’s dedication to empowering individuals with the knowledge and tools for a secure financial future underscores his commitment to the community.​

As Tony’s Right-Hand man, Nino meets with clients at various places in our process to help move things along for our clients during their onboarding. He also assists with client reviews, Estate Plan signings and keeping clients paperwork up to date. You may also find Nino interacting with clients in an effort to make sure their customer service needs are being Met. He enjoys getting to know our clients, and solving problems for them.

In addition to reaching out to workshop attendees to help them get started, Katie is often busy behind the scenes making sure that our client events are spectacular. She also manages our Annual Review outreach program and assists in connecting with people who have been referred to our Firm.

I have been at Rockford Retirement Planning since the end of 2023 and love getting to help our clients every day. Here at RRP I do everything from application to service work and everything in between! When I’m not in the office I can be found spending time with my daughter, at the gym or doing anything outdoors.