Domenic Rizzi
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What does a wealth manager do?

Here's an overview of a portfolio's building blocks.
Once we fully understand your specific situation, we begin to build a plan to suit your needs.
​
Initially, we identify a broad set of asset classes to serve as the building blocks for your portfolio. Our approach also evaluates each asset class on its potential for capital growth and income generation, volatility, correlation with the other asset classes (diversification*), and inflation protection. For each individual evaluation, we utilize Money Guide Pro, MorningStar, and a RIGA calculator.

Research¹ has consistently found a successful way to maximize returns across every level of risk is to combine asset classes and allow individual securities to generate alpha.

Learn the terminology.

Wealth Management
Investing advice still might mean something in this crazy world of information overload. We think it does. Nothing can protect an individual completely from market volatility, but we align our clients’ portfolios with their risk tolerances to help ensure that they’re comfortable with their investment choices.
Education planning
​College is one goal people start saving for early, when they have young children in their homes. Or you may want to save money so you or your spouse can return to school. Whatever your goals, people often use a variety of tools including college savings plans, to accomplish their education-related ambitions. And did you also know you might be able to use a college savings plan to save on taxes when paying tuition at a school for children in your home? Checking with a financial professional is a smart way to help make sure you are on track to reaching your education-related goals.
Long-term Care
We can help you navigate your questions when it comes to selecting the right long-term care coverage for you and your needs. Or are you having to figure out how to pay for the unexpected extra expense or care for yourself or a loved one? Even if it’s “too late” for traditional long-term care, we help you understand what your options are should your resources become depleted. 
Retirement Income Planning
After looking at your unique financial situation, we aim to design a retirement plan that helps you create an income you can’t outlive—one that maximizes the value of your assets to protect your family, and one that preserves your legacy for your beneficiaries. We do this by utilizing insurance products. We’re here to help people with unique situations and find financial strategies that fit their goals.
Social Security Strategies
With our in-depth knowledge of Social Security, we can help you decide when is the right time to start drawing your benefits. Our goal is to assist you in maximizing your Social Security benefits, coordinate them with your spouse’s benefits, and help you fill the gap between your benefits and your overall retirement-income needs.
Estate Preservation
​Estate planning can be an emotional and complex series of decisions. Whether you want to leave your assets to your heirs or charity or want to develop a succession plan for your business, we can help you design a strategy that allows you to share your life’s successes with others while also leaving a legacy for those you love.
* Diversification does not assure a profit or protect against loss
¹ Markowitz, 1952; Sharpe, 1964; Brinson, Hood & Beebower, 1986; Brinson, Singer & Beebower, 1991; Ibbotson & Kaplan, 2000.

Have questions or want more information?
Give us a call at 816.560.4429.

Domenic Rizzi

p. 816.560.4429
f. 816.421.7214
e. [email protected]
www.reliantfinancialservices.com
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1600 Genessee, Suite 961
​Kansas City, MO 64102
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Securities and Investment Advisory Services offered through GWN SECURITIES, INC. 11440 N Jog Road, Palm Beach Gardens, FL 33418, (561) 472-2700, Member FINRA, SIPC.
Reliant Financial Services and GWN SECURITIES, INC are not affiliated.

IMPORTANT: The security of electronic mail sent through the Internet is not assured. Reliant Financial Services, Inc (Reliant) therefore recommends that you do not send confidential information to us via electronic mail, including social security numbers, account numbers, and personal identification numbers. Delivery, and timely delivery, of electronic mail is not assured. Reliant and GWN therefore do not accept time-sensitive or action-oriented messages delivered to us via electronic mail, including authorization to "buy" or "sell" a security or instructions to conduct any other financial transaction.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

Information and interactive calculators are made available to you as self-help tools for your independent use. We cannot and do not guarantee their accuracy or their applicability to your circumstances. The information provided here is to assist you in planning for your future. Any analysis is a result of the information you have provided. Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that we encourage you to seek personalized advice from qualified professionals regarding all personal finance issues. Any rate of return entered into the interactive calculator to project future values should be a reasonable average return for the period. Rates of return will vary over time and generally the higher the rate of return the higher the degree of risk.
 
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov
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