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CORE VALUES

At RPOA, we specialize in retirement. Our goals are to make our clients’ money last as long as they do and to provide them with financial peace of mind. As a fiduciary-bound firm, we make decisions based on our core values, prioritizing our clients’ retirement security over our own personal benefit.

RPOA CORE VALUES

Integrity

The right thing to do is always the right thing to do.

Selfless

Our clients benefit before we do.

Disciplined

Take only as much risk as necessary to accomplish your financial goals.

Proactive

If a client calls us first, we lost.

Competent

Education is confidence.

Honest

Never sacrifice honesty for growth.

Joyful

Have more fun that a human being should be allowed to have.

Loving

We treat others politely with love and respect.

Passionate

Make a client every day--our Noble Obligation.

Gracious

We always part friends.