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Retirement Planners of America

Tel: 866-551-1705
2820 Dallas Parkway
Plano, TX 75093
Retirement Planners of America | Financial Advisor in Plano ,TX

The path to financial peace of mind


About Retirement Planners of America

Retirement Planners of America (RPOA) is a national Registered Investment Advisory firm based in Plano, TX, with 14 offices in Texas, Arizona, California, and Oklahoma that manages over $4.7 billion for over 8,000 clients. * Our credentialed Retirement Planners provide financial and other retirement planning services to individuals who are retired or retiring soon. Our ideal client has at least $250,000 in investible assets. For More information, call 866-551-1705 (*As of December 31, 2021)

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General Information

Firm Start Year:   2011
States Licensed in:   TX, AZ, CA and OK
Work with the following types of clients:   Individual Investors
Advisory Services Provided:   Retirement Planning, Wealth Management, Education Funding and Planning, Tax Advice and Services, Estate Planning & Trusts

Services

Investment Types:   Exchange Traded Funds (ETFs), Mutual Funds, Bonds
Can meet clients in the following ways:   Our Office, Via Email, Via Phone, Video Conference

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   100,000
Compensation Methods:   Based on Assets

Financial Services

Retirement Planning

You will receive independent financial and retirement planning advice from a firm that specializes in retirement planning. This includes an analysis of your current and future income needs along with recommendations intended to address multiple aspects of your individual circumstances. We will provide you with a multi-faceted retirement plan that aims to fund your retirement income needs and maintain your desired standard of living. We can make recommendations regarding employer retirement plans and IRAs, including distribution strategies, beneficiary analysis, and a review of the pros and cons of converting to a Roth IRA. We'll also provide a review of your overall financial situation from a fiduciary perspective and provide you with weekly market updates.

Estate Planning & Trusts

Our multifaceted retirement planning approach is designed to help you protect your family and ensure your wishes are carried out. We can provide an analysis of your existing estate plans and provide recommendations for estate plan options, including ability to meet with an unaffiliated attorney for an estate planning consultation who can provide assistance in establishing and transferring assets to various types of trust accounts and help you determine if you should establish an independent trustee versus a family member.

Tax Advice and Services

Our approach to retirement planning includes a review of your unique tax situation. Our goal is to help you potentially reduce tax liability and maximize your eligibility to contribute to your retirement plan. Our goal is to help you minimize your retirement income tax obligations in order to maximize your retirement income.

Education Funding and Planning

We believe education is confidence. It's part of the Retirement Planners of America Way to provide you with ongoing education on financial and retirement planning.

Wealth Management

Our goal is to help make your money last as long as you do. Our Invest and Protect Strategy" is designed to allow you to participate in the market's unlimited upside while also protecting you from losses that could threaten to keep you from retiring or staying retired. We provide biannual personal reviews to evaluate your investments and income needs and provide you with a Retirement Income Cash-Flow Analysis that is designed to help make sure you're on track with your retirement plan and make adjustments as needed. We can also help with recommendations regarding your employer-provided retirement plan and help aggregate all your retirement accounts to help simplify the review of your plan and reduce paperwork.

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compensation Arrangements

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