Retirement Planning

Retirement Planning

The Riazzi Rhyne & Swaim Investment Group serves the needs of individuals, business owners, and corporations in establishing and maintaining effective retirement plans for themselves and their employees. They can help you design a custom plan or offer a prototype and assist you in complete documentation and outlining investment recommendations.

Retirement plan choices include:

  • Individual retirement accounts and IRA options
  • Simplified employee pensions and Keogh plans
  • 401(k), pension, profit-sharing, and SIMPLE plans

If you are like many individuals, a distribution from your employer-sponsored retirement plan may be the most substantial amount of money you will ever receive at one time. With many plans, you will have to decide how your benefits will be distributed. The Riazzi Rhyne & Swaim Investment Group can help analyze your available choices and work with your tax professionals to identify the course of action that best suits your individual situation.

To help the Riazzi Rhyne & Swaim Investment Group recommend a portfolio that will suit your investment objectives and financial situation, our investment research services include research from Wells Fargo Investment Institute on hundreds of companies and other information from some of the most respected research correspondents in our industry. Equity research sources include Wells Fargo Securities, Standard & Poor's (S&P), Morningstar® quantitative research, Dorsey Wright (technical analysis*) and several other highly regarded research providers. For fixed income research, sources include S&P, Moody's Investors Service (Moody's), Value Line Convertible Bond Research and KDP Advisor High Yield Research. Multiple sources of research substantially increase the number of securities under research coverage and can also result in multiple opinions on securities that are covered.

* Technical analysis is based on the study of historical price movements and past trend patterns. There is no assurance that these movements or trends can or will be duplicated in the future.
Riazzi Rhyne & Swaim Investment Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KS, MD, ME, MI, MN, MO, MT, NC, ND, NJ, NY, OH, OK, PA, SC, SD, TN, TX, VA, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX