Financial Planners in Austin

“My husband and I have been working with Chris Hernandez since 2013 and we cannot say enough about how much we appreciate him. He helped us turn a challenging and difficult mess into a robust plan that has worked beyond our expectations. Chris didn’t just give us good advice or a quick fix, he gave us lasting solutions that continue to meet our needs as we age and our lives change.
He supported us as we cared for an aging parent, providing solutions that met our ever changing needs. Because we had Chris to guide us, we were able to care for our loved one the way we wanted to without worrying the money would run out. (I cannot begin to imagine how hard our journey would have been if we had stayed with our previous financial advisor.)
We can never thank Chris enough for how much genuine help he has brought to our family and we cherish the relationship we have built with him over years of being his client.“

“Laura and Josh have been a blessing managing our investment portfolio. Laura responds within minutes to hours of my emails and always contacts me to provide any information I am asking about. Laura and Josh don't just invest and then sit back and see what happens, they are proactive in contacting us and suggesting modifications that produce higher returns. A big benefit is that Laura and Josh are just great people.“

“I met Justin at one of his meeting in 2015After the meeting my wife and I set a appointment to sit down and go over our .financial plan after which we asked him to put a plan together for our retirement.We met again and after reviewing the plan we moved all our retirement funds into the planIn December 2018 my wife was going to start her social security and the information options were confusing so we pulled out Justin's planWe followed the plan and saved a considerable amount by following his planJustin and his team are professional in everything they doThanks to them my wife and I have a solid plan for retirementB z“

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“I highly recommend RPOA for anyone looking for help with retirement planning. Tom Pace in Austin and the rest of the RPOA team genuinely care about their clients. They manage your money wisely and offer assistance with all the issues related to retirement. They do a great job communicating with clients about market conditions, and they teach you how to retire well. I'm glad I can call Tom in good times and in times of crisis.“

“I’m a financial professional so you’d think I’d be able to do my own financial planning. BUT the added value that Mike and his team bring gave me peace of mind and the courage to take the retirement plunge! Just their help with tax planning is worth it.“