Rockford Retirement Planning, Inc.

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Rockford Retirement Planning, Inc. is a financial planner in Rockford, IL. The firm provides retirement and wealth planning services to clients in Northern Illinois and beyond. As fiduciaries, the team focuses on creating custom strategies for retirement, estate planning, long-term care planning, and tax planning. The firm utilizes a structured, four-step approach called the Retire Right Blueprint to assess a client's financial future. This process includes optimizing Social Security benefit options, providing guidance on pension decisions, and incorporating guaranteed income streams such as annuities or dividend-paying investments. To address inflation and legacy growth, the firm invests remaining assets after establishing an income foundation. Estate planning services include the development of wills and trusts to assist with probate avoidance and asset protection. For long-term care, the firm develops strategies intended to cover potential costs in a tax-efficient manner while safeguarding assets for family members. Tax planning services involve evaluating opportunities to convert tax-deferred assets into tax-free assets.

President Antonio “Tony” Filippone has two decades of experience in the financial services industry and holds credentials as a Registered Financial Consultant and Investment Advisor Representative. He has taught financial literacy classes at Rock Valley Community College for over a decade and has spoken at organizations including the Winnebago County Board Employees and the Ingersoll Retirement Association. The team includes Nino, who assists with onboarding, client reviews, and estate plan signings; Katie, who manages client events and the annual review outreach program; and Sarah, who handles application and service work.

Rockford Retirement Planning, Inc. is located at 555 S Perryville Rd Suite 209, Rockford, IL. The business holds a 3.10 rating based on 9 reviews. Testimonials are based on unique experiences from current clients and are not representative of all client experiences. They are solicited, but no cash or non-cash compensation was paid. Because testimonials are from existing clients, there is a conflict of interest. Media appearances are based on past features on local news segments. Rockford Retirement Planning is not affiliated with, sponsored by, or endorsed by NBC, ABC, FOX, or their local affiliates.

BizScoreAI gave the business a Discoverability score of 75 out of 100. This strength ensures that AI crawlers can access and find every page of the website. This access is the necessary first step before any AI assistant can recommend the business to users.

Services:

• 401(k) and IRA Management
• After-Hours Dental Services
• Dental Trauma Management
• Emergency Dental Care
• Estate Planning
• Investment Advisory
• Retirement Income Planning
• Social Security Optimization