Retirement is a journey.
Where are you on your Retirement Road?
retirement
/retirement/
the period of life after leaving one’s job and ceasing to work.
“He’s choosing retirement to start checking off his bucket list.”
road
/road/
A series of events or course of action that will lead to a particular outcome..
“He’s well on the road to retirement.”
Packing
Pre-retirement
1-10 Years to Retirement
First Leg
Early Retirement | Go-Go
Retired 1-10 Years
Second Leg
Mid Retirement | Slow Go
Retired 10-20 Years
Home Stretch
Late Retirement | No Go
Retired 20+ Years
This is your journey.
At the heart of the Retirement Road approach is a commitment to equipping you with strategies that go beyond the typical “set it and forget it” model.
Think of us as your roadtrip navigator, guiding you through the winding roads of retirement with a dynamic and personalized plan that evolves with your needs and goals. We’re here to ensure your journey stays fun and safe every mile of the way.
Need a Retirement GPS?
Download our Retirement Roadmap to learn 4 Vital Components for a successful retirement.
Before you take off, it’s important to make sure you’ve mapped out your road trip. In this guide, we’ll walk you through the four vital components needed for a smooth, successful ride.
- Find healthy balance and quality of life in retirement.
- Mitigate your top three financial risks.
- Optimize benefits like Social Security and Medicare.
- Make sure your wishes are honored when you’re not at the wheel.
Bring us along for the ride.
Subscribe to our newsletter for tips, resources, and strategies to guide you through every twist and turn on your journey to the perfect retirement.
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Meet the engine behind Retirement Road
With over 25 years of experience in the financial services industry, Paul Rizzo leads a trusted team of professionals as President of Rizzo Financial Group. Grounded in the belief that no two people (or portfolios) are the same, Paul and his team take a personalized approach to financial planning. Paul earned his Bachelor’s in Business Administration from Wayne State University and completed the Accelerated Financial Planning Program at Arizona State University. He holds multiple registrations as a financial advisor with Cetera Advisors LLC, including Series 7, Series 24, Series 31, Series 63, Series 65, Life Insurance, and Variable Contracts.
Paul prioritizes not only the accumulation of wealth, but also comfort and transparency in the process. Whether you’re hoping to travel, spend time with family, manage assets, or build financial security for your loved ones, Paul and the Retirement Road team can give you the right roadmap.
Where should you set your cruise control?
Investing is personal, and your long-term growth strategy should reflect your unique goals, values, and financial aspirations. Did you know that people are 2.5x more concerned about avoiding losses than they are about achieving potential gains? (Prospect Theory, 1979)
