As the 2020 tax return deadline approaches, it is a perfect time for those ages 60 or older to take advantage of a $99 fee to have their income taxes prepared with a company that is trusted for going the extra mile for its clients.

Rizzotto Wealth Management extends their $99 flat-rate fee for federal returns (state returns are included if applicable) to Active & Retired Military, First Responders, Government Employees and Educators of any age. All tax returns are prepared by one of the firm’s Senior Tax Preparers or IRS Enrolled Agents. If you don’t fit into one of the mentioned categories, give them a call to inquire about their special pricing. Through changing tax environments, it is crucial to work with a firm that is up to date on policy and can help you navigate through the stressful tax season ahead. 

At Rizzotto Wealth Management you will find a team of Investment, Insurance, Tax & Legal Experts. They have recently opened their doors in a more spacious and upgraded office and are ready to serve all of your financial needs at their new location.They specialize in educating their clients on subjects such as: how to preserve your assets, how to diversify your portfolio for growth and safety, and how to create more income for retirement while reducing your taxes. Rizzotto Wealth Management is committed to assisting their clients every step of the way when it comes to Investing, Retirement, Income Planning, and Taxes. The firm is dedicated to providing exemplary service while displaying the highest standards of ethics and professional knowledge. They are approved members of the National Ethics Association and the National Association of Tax Professionals. 

Rizzotto Wealth Management’s main objectives are to help you Plan, Invest, and Protect. They work with clients to develop an overall plan that encompasses your entire financial picture, taking the time to establish a deep understanding of your financial needs in order to find the best investment strategy for you. Amidst the vast sea of negatives, they want to make sure you are properly positioned for the significant opportunities ahead.

Meet the Rizzotto Team

Ed Rizzotto, Founder and Managing Partner, moved to Florida 48 years ago from New York and has been a Trinity resident since 2000. A graduate of Clearwater Central Catholic High School, he earned his bachelor’s degree in Business Management from National-Louis University in Evanston, IL. Ed also served both active and reserve duty for 13 years in the U.S. Coast Guard. He started his Insurance and Financial career over 20 years ago. In 1999, he joined a local retirement planning firm, where he helped hundreds of people with tax and retirement planning for over six years. Ed Rizzotto enjoyed the opportunity to benefit the community, and was determined to create a complete local business where he could help clients (both pre-retirees and current retirees) save money on their taxes, better manage their portfolios, plan for the future and focus more on enjoying their retirement years – and The Rizzotto Tax Advisory Group was established in 2006. In 2019 Rizzotto Tax Advisory Group officially rebranded as Rizzotto Wealth Management to reflect the services they’ve always been passionate about, investments and retirement planning. Ed holds a state-regulated Life & Health license and specializes in finding the appropriate insurance vehicles for clients as well as retirement planning and tax reduction strategies.

Nic RanocchiaManaging Partner, is a graduate of the University of South Florida, with a bachelor’s degree in Finance. Nic is a financial advisor who takes pride in digging into clients’ portfolios and making suggestions that make sense based on data and trends. He also brings a modern approach to the table using the latest technologies available to ensure all information is considered before a decision is made. With these techniques, Nic has been able to help many clients reach their financial goals. Together, Ed and Nic work efficiently as a team to serve their client’s financial needs as a whole. He is securities licensed and registered with FINRA as an Investment Advisory Representative and specializes in managed brokerage accounts.

Lorrie RizzottoDirector of Operations,joined the firm in 2009. Before joining Ed in running their family business, Lorrie specialized in corporate incentive and meeting planning. Married for 30 years, Lorrie and Ed have two children.

Jennifer Alt, Administrative Assistant, gives everyone a warm reception and oversees the day to day office operations. Jennifer brings over 20 years of human resources and customer service experience to her role as Administrative Assistant and is a graduate of Florida State University.

Lauren SchaferMarketing Coordinator, oversees their marketing functions. She is a graduate of the University of Florida with a degree in Marketing and a minor in Entrepreneurship and has been with the team for over 2 years.

Their team of IRS enrolled agents and senior tax preparers have an average of over 20 years of experience in tax preparation and tax law and are ready to assist you with all of your tax preparation needs. They also have a long-standing relationship with a trusted elder law attorney who specializes in wills, trusts and estate planning.

They go beyond just taxes

Many members of the community have grown to know and trust the firm as a tax service, but their services stretch far beyond just taxes. They handle investments, insurance, brokerage accounts, portfolio management, retirement income planning and more. Rizzotto Wealth Management is guided by your goals and objectives and is not obligated to any single product or company. They look at your complete financial picture to serve as the single source for all of your financial needs. Through all phases of life, the Rizzotto Wealth Management team can help you establish the appropriate portfolio to help you pursue your financial goals. Rizzotto Wealth Management is committed to assisting their clients every step of the way, whether you’re looking for something with higher growth potential or safety they’ve got you covered! To schedule a tax consult or complimentary financial review, please call 727.683.9119.

Fee-based financial planning and investment advisory services are offered through Truvestments Capital, LLC an SEC Registered Investment Advisor.