About Retirement Planners of America
Retirement Planners of America (RPOA) is a national Registered Investment Advisory firm that manages over $3.58 Billion for over 6,635 clients, providing retirement planning services to individuals in or near retirement. The company's philosophy is to take the worry out of managing clients' money, and the principal investment is considered safe with RPOA. The team at RPOA is noted for being extremely professional, responsive, and knowledgeable. They help clients navigate through various aspects of retirement, including social security, tax planning, Medicare, and Required Minimum Distribution (RMD). Clients appreciate the proactive engagement of their advisors, who meet with them at least twice a year to discuss several aspects of their financial plan. RPOA's services are particularly valuable in addressing critical issues related to estate planning, encouraging clients to engage with appropriate legal professionals for their Living Trust and Will. Spouses may not retire at the same time, and the timing of retirement is critical to optimize the benefits earned over a lifetime. While it can be challenging to evaluate RPOA's performance during market ups and downs, clients generally find them pleasant and responsive to work with. RPOA's goal is for clients to have financial peace of mind in retirement, and their services are designed to help clients' money last as long as they do.
I have used the services of RPOA for several years now and have every confidence in the company's philosophy of letting them take the worry out of managing my money. I know the principal investment is safe with this company. My present contact at the company, Cliff Kwan keeps me informed at every turn. He is very knowledgeable at what he does and I trust his advice.
Extremely professional and responsive team of financial planners. They have helped us navigate through the "retirement maze" from social security, to tax planning, to Medicare, to the Required Minimum Distribution (RMD). One of the most important things that a financial planner can do is to be PROACTIVE in their engagement with clients - we meet with our advisor a minimum of twice per year (this year we met at least four times) to discuss several aspects of our financial plan. It is likely that spouses will not retire at the same time, and the timing of retirement is critical to optimize the benefits we have earned over a lifetime. Finally, a retirement plan needs...read full review
When the markets go up and down, it can be really hard to tell how well they do their job. If the economy is not doing well and our account is not doing well, we can’t tell if RPOA is not doing the best job or if it’s just the economy. That said, they seem to be doing OK and are pleasant and responsive to work with.