Broker Check

We are retirement pros. 

We create financial plans.

We create financial plans.

We integrate and simplify to help people build a plan that makes sense. We begin by helping you pinpoint what is truly important to you  -- for today and for your future. Once we understand your goals, we help you create a step-by-step income plan to guide you from where you are now to where you want to be.

We help people.

We help people.

Create a roadmap.

Transition from work to retirement.

Reach financial goals.

Protect family legacies.

Sleep at night.

Meet the Team

New SECURE Act makes changes to IRAs, retirement plans

Staying up-to-date with changes in our industry is part of our commitment to our clients. Late 2019 Congress signed into law the SECURE Act (Setting Every Community Up for Retirement Enhancement).This is the most comprehensive retirement savings bill since the Pension Protection Act of 2006. The act becomes effective on January 1, 2020.

It is important to know that the new act:
• Encourages more small businesses to offer retirement plans and expands availability of these plans to employees.
• Increases the beginning age for Required Minimum Distributions (RMDs) from 70½ to 72 for individuals turning 70½ in 2020 and later.
• Eliminates a maximum age for Traditional IRA contributions (previously, there was a restriction at the age of 70½).
• Significantly alters inherited (stretch) IRA distribution calculations and schedules for non-spouse beneficiaries for any new inherited situations starting in 2020.

If you're an RPS client and are affected by any of these changes, we will be reaching out to you. If your not a client but would like more information on how the SECURE Act could affect your retirement, please contact us by completing the "Let's Talk" form below.

Here's What We Can Do For You

Retirement Planning

Learn more

Financial Planning

Learn more

Investment Management

Learn more

Let's talk

Thank you!
<p>Your Changing Definition of Risk in Retirement</p>

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.
Learn More
<p>How Stocks Work</p>

How Stocks Work

Understanding how a stock works is key to understanding your investments.
Learn More
Our Mission

Our Mission

To guide our clients in making informed decisions about their financial futures. We will achieve this through our educational process and our shared trust. We place our clients’ interests first while striving to provide service that surpasses their expectations.

We are a comprehensive wealth management firm, with services that include:

  • Investment Management
  • Retirement Income Planning
  • Financial Planning
  • Tax Diversification Strategies
  • Assisting with Estate and Legacy Planning
  • Education Funding Strategies