Matt Klotsche - Retirement Planners of America

Matt Klotsche

Background

Matt was born and raised on Long Island, NY. This is his second stint in Dallas, having lived in DFW from 2010-2015. Matt is an avid sports fan and a diehard supporter of the NY Jets and Knicks. He continues to scout local players for the San Diego Padres in a voluntary capacity. He enjoys playing golf in his spare time and is on the hunt for the best BBQ in the Metroplex.

Business Philosophy

Matt’s goal is to help our clients to have peace of mind. They have spent their lives building their savings and Matt believes it’s our job to help protect it. Matt feels that’s a very meaningful and important role and that clients deserve more than just an investment strategy designed to help protect their assets. He believes we must communicate and develop a relationship with our clients that is more than transactional. He believes that by taking the time to get to know our clients, that we can try to anticipate and service their needs and goals.

Education

BS Industrial and Labor Relations
Cornell University JD
University of Florida Levin College of Law

Business Experience

Attorney- Estate Planning and Elder Law

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RPOA Advisors, Inc. (d/b/a Retirement Planners of America ) (“Retirement Planners of America”, “RPOA”) is an SEC registered investment adviser with a primary business location in Plano, Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that Retirement Planners of America has attained a certain level of skill, training, or ability. The “Invest and Protect Strategy” (the “Strategy”) refers to a strategy that Retirement Planners of America fundamentally employs for its clients. Retirement Planners of America previously employed a similar strategy that it referred to as the “buy, hold, and sell” strategy or “buy hold, and protect” strategy. Past performance does not guarantee future results. 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