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Financial Goals for Retirement

Get addicted to saving before it's too late

Collecting Social Security? How much can I earn?

Certified Financial Planner Board of Standards - Consumer Guide to Financial Defense

If you were taking a trip to some part of the country or world with which you were not familiar, you would spend time to plan your trip. If you wanted to see all the important sights on a vacation you would take the time to plan your visit. The same holds true for accomplishing your financial goals and objectives. You must spend the time to develop a financial plan. But as important, you must maintain the discipline to stay with and modify the plan as required. As CPA Personal Financial Services Representatives, are uniquely qualified to assist you in attaining your financial goals. We provide trusted, objective and competent advice. Our professional training is in providing multi-disciplinary planning assistance to our clients to bring discipline to the planning process. We can help you identify your financial goals and work with you to develop and monitor a plan to reach those goals.

Anthony V. Ricci CPA, CFP® provides a wide range of personal financial planning services. Our expertise and experience can help you:

  • Identify your Retirment goals
  • Review your insurance needs
  • Build education funding strategy
  • Reduce income tax liability
  • Increase retirement savings
  • Plan for retirement distributions to maximize income and reduce taxes
  • Plan for the succession of your business
  • Develop an estate plan
  • Create a retirement income strategy to minimize taxes
  • Review your investment performance
  • Plan for elder care or other special needs

Once you have decided to move forward, we will have an initial meeting to discuss what you want to accomplish from the planning process and define the scope of the services we will be providing to develop your individualized financial plan. The plan can consist of a comprehensive plan that will address all of the above areas or a segmented plan that will focus on specific areas tailored to meet your needs. Our approach is not a one size fits all approach. Each financial plan is developed to meet your individual needs and is accompanied by a listing of action steps so that the plan will be accomplished.

Anthony Ricci, CPA, CFP®, PFS is a Registered Representative and Investment Adivsor Representative of and offers securities and investment advisory services soley by Equity Services, Inc., Member "FINRA/SIPC., 624 Hebron Avenue, Suite 100, Glastonbury, CT 06033, Tel:860-430-1977. Anthony V. Ricci, CPA, Inc. and all other entities and individuals are independent of Equity Service, Inc. unless otherwise indicated. Tax advice and accounting services are offered independently of Equity Services, Inc TC77924(0314)1
CFP® and CERTIFIED FINANCIAL PLANNER(TM) are certifcation marks owned by Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who sucessfully complete the CFP Board's initial and ongoing certificaion requirements. Anthony is licensed to sell insurance in RI and sercurities in RI.

1119 Reservoir Ave. Cranston, RI. 02910 ph. 401.942.6900 fax. 401.942.0167
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