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.