READY TO RETIRE?

Learn how to use your money as a tool to enjoy the retirement you deserve.
Learn How Retirement Has Evolved

Not a lot of people realized it, but twenty-five years ago the concept of retirement changed. Up until the mid-1980’s, the majority of corporations used to offer pension plans that were guaranteed for life. When your parents’ generation went to retire, all they needed was a corporate pension, social security, and some savings and they lived a great retirement.

However, as people lived longer, corporations realized that offering guaranteed pension plans was not sustainable. They shifted the burden of retirement saving onto you, the individual. It is now up to you to save for your retirement using 401ks, 403b, IRAs, etc.

If you are retiring anytime after 2008, you are the first subset of people that will be dealing with the new retirement landscape.

We would like to ask you, what is your plan to make sure your retirement savings last for the rest of your life?

If you don’t have the answer, we would like to help!

What You Get.

RETIREMENT INVESTMENT PLAN

Once your goals have been established, we recommend a proper investment strategy that will get you to, and through retirement.

SOCIAL SECURITY MAXIMIZATION REPORT

This report will show you the amount of money that you and your spouse can collect from social security at any point between the ages of 62 and 70!

CASH FLOW ANALYSIS

We review your current income and expenses and project out exactly how much income you can expect at retirement.

FINANCIAL DASHBOARD

One website with one login that organizes all of your financial data in one place.

RISK REPORT

We analyze your current and future risk to help identify financial pitfalls before they happen.

ACTION PLAN

We develop a personalized step by step guide to get you on track to accomplish your short and long-term goals.

What We Don’t Do .

RPA Wealth Management is a Registered Investment Advisor who operate under a fiduciary standard.
This means we put our client’s interests before our own.

 

Work for Any Company: We have selected Charles Schwab and Betterment to hold (custody) our client’s assets. Neither company pays us a penny.

Accept Commission: RPA Wealth Management does not receive any commission from the investment products we recommend to our clients.

Sell Anything: No loaded mutual funds, no high-fee variable annuities. In fact, if we recommend life insurance to you, it will be no load and commission free.

Use Jargon: Most advisors use industry jargon like asset allocation, P/E Ratio and Coupon Payment to confuse you and justify their high expenses. At RPA, we use English.

What it Costs.

At RPA Wealth Management we have a low fee philosophy. We believe that most investments and products are commodities and should be priced as such, extremely low.

We do offer our clients an extensive financial planning service for a fee of 1.00% of the assets that we invest for you. Our minimum fee is $1,500.

If you do not have the assets to meet that, we have a monthly subscription price designed to meet the minimum.

WANT TO BE ABLE TO EXPLORE?

We’ll help you plan for a better retirement.