Retirement Plan Advisors

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THE FUTURE

It’s as simple as having a cup of coffee with a good friend.

Retirement Plan Advisors specializes in retirement planning for the hardworking people who make our communities work. We speak public sector retirement and are fluent in the details of governmental deferred compensation and defined contribution plans.

Unbiased Solutions for plan sponsors

As an Independent Registered Investment Adviser, we provide plan design, onsite employee education and investment advisory services to public sector retirement plans. We stand with you as a fiduciary on your plan, providing even the smallest communities with the same high-quality retirement plans and advice found on Wall Street. And our level of personal service to you and your employees is unheard of in the industry.

Face-to-face Retirement Planning for individuals

Our financial advisors provide retirement counseling and unbiased investment advice – in person – to help you achieve your retirement goals. And we never go away. Year after year, we meet with you to review your retirement plan and help navigate the little surprises life hands you along the way.

With Retirement Plan Advisors – the future is better than you think.

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  • WHO WE SERVE

    RPA specializes in serving public sector employees who live and work in communities throughout the country — police officers, firefighters, public works employees, teachers, librarians, management and administrative staff.

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  • Your Road to Retirement

    We will be with you on your road providing counseling and unbiased investment advice. Learn More.

  • Calculators

    No one ever wishes they saved less for retirement. Find out how much you need to retire. Use our calculators

PRODUCTS & SERVICES

Take the Next Step to a Better Future.
RPA Products and Services For Plan Sponsors • For Individuals
Tax Considerations for Retirees

The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive.

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Staying Out of Debt Once You Get Out of Debt

Paying off a major debt produces a sense of relief. You can celebrate a financial milestone; you can “pay yourself first” to a greater degree and direct more money toward your dreams and your financial future rather than your creditors.

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When You Retire Without Enough

How much have you saved for retirement? Are you on pace to amass a retirement fund of $1 million by age 65? More than a few retirement counselors urge pre-retirees to strive for that goal. If you have $1 million in invested assets when you retire, you can withdraw 4% a year from your retirement funds and receive $40,000 in annual income to go along with Social Security benefits (in ballpark terms, about $30,000 per year for someone retiring from a long career).

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