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YOUR RETIREMENT matters

In fact, it matters so much that RPA provides in-person retirement planning and advice. And not just a one-time visit when you enroll in your employer-sponsored retirement plan, but an ongoing, personal relationship. Year after year, we meet with you to review your retirement goals and investment strategy to help you plan your future financial security.

Our public sector focus underscores our profound commitment and understanding of the people who make our communities work. We never forget the person sitting across the table is depending on us to protect their hard-earned retirement.

The Road to Retirement

  • PortfolioPlus

    We lose sleep sweating the details that impact your retirement –  so you don’t have to. PortfolioPlus, our optional managed account program, is specifically designed for public sector employees.

    With PortfolioPlus, we:

    • Identify your risk tolerance
    • Recommend a portfolio
    • Select your investment options
    • Provide ongoing active account management while managing risk

     

    Click here to get started

  • Retirement planning and Financial Advice

    The current economic environment is complicated. Managing your investments and planning for retirement is not for beginners. And you only have one chance to get it right.

    RPA is an independent firm: we don’t work for the investment providers, we work for you. Our team of seasoned financial advisors delivers unbiased advice and custom solutions.

    Give us a call: 877.284.6837

COMPREHENSIVE FINANCIAL SERVICES

On the road to retirement there are many detours, such as purchasing a home or sending children to college. Even after you retire, you face the challenge of managing your savings to last 20, 30, even 40 years. Retirement Plan Advisors provides a comprehensive range of financial services and products to help you navigate the road to retirement and beyond. Learn more

Health Care Costs Are Cutting into Retirement Preparations

You may have seen this statistic before, or one resembling it: The average 65-year-old retiring couple can now expect to pay more than $250,000 in health care expenses throughout the rest of their lives.

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Retirement Is a Beginning

How do you know that you’re psychologically ready to retire? As a start, ask yourself four questions.

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Measuring the Value of a Financial Advisor

What is a relationship with a financial advisor worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempts to answer that question.

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