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Terms and Conditions
The Retirement Planning Services website ( is owned and operated by Gerald A. Cannizzaro.  Using this website indicates that you agree to these terms and conditions. We reserve the right to update these terms and conditions at any time without notice. We encourage you to check back periodically for the latest version of terms and conditions.

Retirement Planning Services, Inc. (RPS) is a registered investment adviser for the Commonwealth of Virginia. This website is not a solicitation to do business or seek clients in any state in which we do not maintain a notice filing.  

All information contained on the site is intended for informational and educational purposes and may only be used for these purposes.  All articles were written by a member of our staff or by a professional financial journalist for Retirement Planning Services, Inc. They are not intended as legal or investment advice and this site should not be construed as a vehicle to deliver advice for any investor or individual.  

Information throughout this site pertaining to market or other financial data is obtained from sources that we consider reliable.  We do not warrant or guarantee the timeliness or accuracy of this information. References made to investment or portfolio performance are based on historical data, and there is no guarantee of such performance in the future. The information in these materials may change at any time and without notice.

The site is not intended to provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. 

RPS may provide answers and clarifications to questions related to information provided in seminars upon request. These responses will be limited to the specific questions and clarifications only. RPS does not currently take any new clients at this time.

Unless, otherwise noted, RPS retains all copyrights. Materials posted and clearly cited from other sources are the property of those sources and are used here for educational and informational purposes only.  This site contains links to third-party websites and we are not responsible for the content or policies of those websites.  It is recommended that you refer to their terms of use and privacy policy. We encourage linking to this website and request that you contact us if you wish to do this.


3605 Twilight Ct., Oakton, VA  22124
Phone: 703.716.1233 | Fax: 703.620.3992
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