Retirement Planning Services Home Page

Who We Are

Retirement Planning Services (RPS) is a fee-only financial services company with over 30 years of investment management and financial/retirement planning experience.

Specializing in a personal, engaging approach, we advise a wide variety of clients–
providing long-range planning, mid-career strategizing, and guidance for retirement.

RPS also conducts instructional seminars in financial planning, personal finance, and
retirement planning to Federal, State, and local government employees and businesses in the private sector.

Retirement Planning Services, Inc. is a subsidiary of Ticknor Atherton & Associates, a fee only adviser using Charles Schwab & Company

Want to know more about Phased Retirement? This is a must-read for Federal and other employees – in our Education Section. Click here.

Not sure about the new Roth TSP 401 K Plan? Jerry Cannizzaro provides some insight. Click here to read the Word document in our Education section.

What We Do

We help our clients build a clear path to financial security–an essential step amid
what can seem like a bewildering array of choices and an uncertain economy.

Financial Planning – RPS has the experience and tools to help each client meet
their financial goals. This help includes maximizing investment returns, reducing long-
and short-term risks, and providing expert advice on their tax, insurance, college and
estate planning needs.

Mid-Career Planning – We help clients with 15 or more years in the workforce
to make the right financial and investment decisions, including developing debt
reduction strategies, determining disability and life insurance needs, selecting
college savings plans, and projecting future retirement income needs.

Investment Advice and Asset Allocation for Commercial and/or Federal Employee
Benefit Plans – Getting the most from benefit plan choices is not as cut-and-dried as
many people think. We’ll help you to structure and evaluate your investment options
according to your financial goals and level of risk tolerance.

College Financing – From 529 Plans and Coverdale Accounts to custodial accounts,
bonds, and low-cost loans, we can help you select the best approach to provide the vital
higher education that your children or grandchildren will require.

What this Means to You

As a fee-only firm, neither RPS nor Ticknor Atherton has no tie to any financial institution, and receives no commissions, fees, or other income from the products and services we recommend. We are compensated solely for planning services, which frees us to act exclusively on our clients’ behalf as an objective and unbiased advisor.

RPS and Ticknor Atherton are members of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and is a Registered Investment Advisor. Read the NAPFA Fiduciary Oath.

Associations

National Association of Personal Financial Advisors www.napfa.org
Financial Planning Association www.fpanet.org
Better Business Bureau of Greater Washington, DC www.bbb.org

To download our full Privacy Policy Statement, click here.

Retirement Planning Services, Inc. is committed to the confidentiality and security of the personal and financial information that you provide to us. We appreciate and honor your trust in us and consider your data to be privileged.

The information that we gather, both on our own forms and on copies of statements from your other financial partners, is used solely for the purpose of creating a personal financial plan for your use. Our client list, and personal information about our clients, is never shared with any third party. On occasion, our clients request that we consult with other professionals such as accountants, realtors or attorneys on their behalf. In this instance, we will discuss your personal information only with your express consent to do so.

Advisory Business Briefing

Disclaimer

M I S S I O N S T A T E M E N T

We partner with clients to achieve financial and/or education retirement goals through objective
planning, professional instruction, and management of investment assets. RPS’ purpose is to give
the best planning advice, recommend the most appropriate investments, help clients manage their
investments and finances, and educate clients on how to preserve and protect their wealth. The client’s
interest always comes first. RPS acts with the highest level of integrity and strives for excellence in
every facet of its practice.

3605 Twilight Court, Oakton, VA 22124 | Phone: (703) 716-1233 | Fax: (703) 620-3992
Email: gacannizzaro@verizon.net
Directions to RPS's Oakton Office