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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

Underappreciated Options for Building Retirement Savings

There are a number of well-known retirement savings vehicles, used by millions. Are there other, relatively obscure retirement savings accounts worthy of attention? Are there prospective benefits for retirement savers that remain under the radar?

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Financial Elder Abuse: Perception vs. Reality

You may know victims of financial elder abuse. According to a new Wells Fargo Elder Needs Survey, almost half of Americans do.1

 

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Save & Invest Even if Money Is Tight

If you are under 30, you have likely heard that now is the ideal time to save and invest. You know that the power of compound interest is on your side; you recognize the potential advantages of an early start.

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