wiseradvisor

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Retirement Planners of America

Tel: (855) 215-7172
2820 Dallas Parkway
Plano, TX 75093

The path to financial peace of mind

Retirement Planners of America | Financial Advisor in Plano ,TX

About Retirement Planners of America

About Retirement Planners of America: Retirement Planners of America (RPOA) is a Registered Financial Advisory firm based in Plano, TX, with 14 offices in Texas, Arizona, California and Oklahoma. With over $4.3 billion in assets under management (as of May 2019), RPOA's financial advisors provide financial planning, investment management, family estate planning and income tax planning services to over 8,800 clients in 48 states. For more information call 800-994-0302.


General Information

Firm Start Year:   2011
States Licensed in:   TX, AZ, CA and OK
I work with the following types of clients:   Individual Investors


Services

Investment Types:   Alternative Investments, Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email, Via phone, At my office, Video Conference


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

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


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About Retirement Planners of America: Retirement Planners of America (RPOA) is a Registered Financial Advisory firm based in Plano, TX, with 14 offices in Texas, Arizona, California and Oklahoma. With over $4.3 billion in assets under management (as of May 2019), RPOA's financial advisors provide financial planning, investment management, family estate planning and income tax planning services to over 8,800 clients in 48 states. For more information, call 800-994-0302.

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My Services

Retirement Planning

You will receive independent financial and retirement planning advice from a firm focused on retirement planning. An analysis of your income needs now and, in the future, with recommendations intended to address all aspects of your individual circumstances. Continual development and implementation of a financial and retirement plan that aims to fund your retirement income needs and maintain your desired standard of living. 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. A review of your overall financial situation from a fiduciary perspective, including factors such as real estate, insurance, business, estate issues, budgets, and long-term care needs. Regular market updates.


Estate Planning & Trusts

Our comprehensive retirement planning approach helps you protect your family and ensure your wishes are carried out. Analysis of existing estate plans including review of plan design. Recommendations for estate plan options, including ability to meet with an unaffiliated attorney for free estate planning consultation. Assistance in establishing and transferring assets to various types of trust accounts. Helping trustees through challenges of establishing an independent trustee versus appointing family. Review of beneficiary designations from all sources and assistance with asset titling for probate. Providing guidance with the appropriate and necessary steps in the event of the death of a loved one.


Tax Planning & Mitigation

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


My Team

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Compensation Arrangements

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