Close this search box.

Why Choose Us As Your Retirement Planner?

We believe in taking only as much risk as is necessary to achieve your financial goals. Protecting your retirement is our top priority. Our Invest and Protect Strategy is designed to grow your retirement assets when the market allows, but also shield them from market instability that could threaten your ability to retire or stay retired. 

Why Choose Us as Your Retirement Planner?

Our goals are to make your money last as long as you do and for you to have financial peace of mind. To do that, our credentialed Retirement Planners always put you first.

If you are 50 or over, you’ve probably been saving for retirement for decades and have worked hard to get here. That’s why we make protecting your savings our top priority. Our Invest and Protect Strategy is designed to grow your assets when the stock market allows, but also protect them from losses that could prevent you from retiring or staying retired.

We believe retirement planning should go far beyond investment management. As a client of Retirement Planners of America, your multi-faceted retirement plan will address your unique needs for:

  • Social Security Planning
  • Tax Planning
  • Estate Planning
  • Investment Management
  • Family Legacy Planning
  • Retirement Lifestyle Planning
  • Medicare Planning
  • Life Insurance
  • Retirement Cash-Flow Management
  • And more!

Ready to work with a team that specializes in retirement planning?

Watch a short on-demand webinar.

* - required

By submitting this form, you consent to receive emails, calls, voicemails, and/or automated text messages from Retirement Planners of America (RPOA) at the email and phone number above. You agree that calls may be made, automated texts may be sent, and voicemails may be transmitted via an automatic telephone dialing system, a prerecorded voice, automated system for the selection or dialing of telephone numbers, the playing of a recorded message, the transmission of a prerecorded voicemail, and/or similar technology. Consent is not a condition of any purchase. Msg and data rates may apply. Msg frequency varies. For texts, text STOP to cancel, HELP for help. You are also agreeing to our Privacy Policy

RPOA does not share SMS opt-in consent with any 3rd party organization.

Ready to work with a team that specializes in retirement planning?

Saving for Retirement Is Your Job. Helping to Protect Your Savings Is Ours.

If you are 50 or over, we believe it’s time to consider how your investments could impact your ability to live the retirement lifestyle you want.

We believe you should only take as much risk as necessary to achieve your financial goals. This means we think riding out the ups and downs of the stock market is too risky for investors over 50. Why? Not only do you have less time to recover your losses from a bear market, but if you are taking money out of your accounts for income, you are eating away at your principal.

For example: If you’ve been withdrawing 4% of your assets each year and the market causes a loss of 50%, you’d have to take out 8% to maintain the same income. That’s a heavy load for your investments to carry, and you may risk running out of money in retirement.

That’s why we think protecting your investments is essential to preserving your retirement income. Our Invest and Protect Strategy is designed to help protect your nest egg from the threat of a market crash. Our strategy enables you to participate in the stock market’s unlimited upside while protecting you from what we believe is a tolerable downside.