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 $3.58 billion for over 6,635 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, 2023)
Terry Bussard
CRPC®
Natalie Chandler
JD CFP® CRPC®
Cody Dyer
CLTC® LTCP®
Paul Hofland
CRPC®
Jad McGuire
CFP® CRPC®
Shawn Stone
CRPC®
James S. Taylor
CRPC®
Paul Kripal
CRPC®
Hunter Healy
CRPC®
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: | Tax Advice and Services, Education Funding and Planning, Estate Planning & Trusts, Retirement Planning, Wealth Management |
Services |
| Investment Types: | Mutual Funds, Bonds, Exchange Traded Funds (ETFs) |
| Can meet clients in the following ways: | Phone, Email, Our Office, Video Conference |
Firm Information |
| Firm's Number of Clients: | 6,635 |
| Assets Managed by Firm: | 3.58 Billion |
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. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
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