About Retirement Planners of America
Retirement Planners of America (RPOA) is a retirement planning service that manages over $3.58 Billion for over 6,635 clients, with a focus on providing financial peace of mind in retirement. RPOA advisors, such as Hunter and Aljon, are described as helpful, informative, and thorough. They provide clear and prompt answers to clients' questions and take great care of their clients' finances. One client expressed gratitude for discovering RPOA during the 2008 financial crisis and moving their investments, resulting in no losses compared to their mother's sizable sum lost before the switch. Overall, RPOA is highly regarded for its knowledgeable advisors and reassuring annual client meetings, making it an ideal choice for those seeking retirement planning services with a minimum of $250,000 in investible assets.
RPOA has been very helpful tax planning and being strategic on future RMDs that can become a tax burden if not planned for. Ben has helped layout options to consider before being forced to take these withdrawals. Future modeling with software for net worth and revenue vs expenses projected out is very nice and helpful. Account growth has been ok but maybe only marginally better than my self managed employer sponsored retirement accounts with other very large well known financial/401k companies. Pretty happy overall and very happy with Ben as my advisor.
Highly recommend RPOA!
Very good experience with RPOA. Employees are helpful and informative for information and sound investments. My questions have always been answered promptly and clearly. Hunter has always been a great help and available anytime I contact him with questions that I may have. Glad to be working with Hunter and RPOA.