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Our Blog2025-05-20T21:34:42+00:00

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First Steps to Starting the Estate Planning Process

Estate planning is a crucial step for retirees to ensure their assets are distributed according to their wishes and to provide clarity for their loved ones. Beyond the legal and financial aspects, it's essential to approach this process with sensitivity, acknowledging the emotional complexities involved. Here's a guide to help you navigate estate planning thoughtfully and effectively. Begin with Open [...]

January 7th, 2025|Estate Planning|
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555 S Perryville Rd, Suite 209,
Rockford, IL 61108

(815) 633-9595

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Investment Advisory Services offered through Retirement Wealth Advisors, LLC. (RWA) a Registered Investment Advisor. Rockford Retirement Planning, Inc. (RRP,Inc.) and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that RRP,Inc. and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims
‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, LLC.

Social Security/Government Program Disclosure: Antonio Filippone of Rockford Retirement Planning, Inc and Retirement Wealth Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency MDRT Disclosure: The Million Dollar Round Table is a trade association to help insurance brokers and financial advisors establish best business practices and develop ethical and effective ways to increase client interest in financial products, specifically risk-based products like life insurance, disability, and long-term care. Annual qualification requirements include demonstrating a set annual production requirement and agreeing to a code of ethics but are not based on client experience or performance. For more information regarding the Million Dollar Round Table eligibility, please see https://www.mdrt.org/membership/requirements/. Membership in no way constitutes an endorsement from Million Dollar Round table or any client.

Top of the Table: To qualify for top of the table a member must demonstrate an annual commission of six times the base requirement.

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Your Plan Implementation

To implement your financial plan, we take a hands-on approach to ensure everything is aligned with your goals. This includes rearranging your assets to match your objectives and timeline, and aligning your income plan with expected investment returns for long-term sustainability. We continually optimize and reassess the plan to adapt to any changes in your life or the market. Through ongoing monitoring and regular reviews, we help keep your financial strategy on track and responsive to your evolving needs.

Your Financial Plan

Your Financial Plan is a personalized roadmap designed to help you make informed decisions about your future. It includes income scenarios to explore how different sources of income will support your goals over time. We evaluate investment options tailored to your needs and risk tolerance. An asset timeline outlines when and how to use your resources efficiently, and a tax map helps you plan ahead to reduce tax burdens and keep more of your money working for you.

Your Financial X-Ray

The Financial X-Ray is a detailed assessment designed to give you a clear snapshot of your financial health. It includes a review of your income needs, ensuring you have enough to support your lifestyle now and in retirement. We conduct an investment risk analysis to see if your portfolio aligns with your goals and comfort level. We also look at tax impacts that may affect your income, helping you keep more of what you earn. Finally, we identify potential risks, obstacles, and concerns that could stand in the way of your financial success, so you can plan with confidence.

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