Specializing in a personal, engaging approach, we advise a wide variety
RPS also conducts instructional seminars in financial
planning, personal finance, and
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
Financial Planning – RPS has
the experience and tools to help each client meet
Mid-Career Planning – We help
clients with 15 or more years in the workforce
Investment Advice and Asset Allocation for
Commercial and/or Federal Employee
College Financing – From 529
Plans and Coverdale Accounts to custodial accounts,
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.
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.
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