Email: info@rps123.com
Phone: 443-308-5200
OUR STANDARDS
Our team at Retirement Planning Services, Inc. is committed to putting your needs first. As an independent financial advisory firm, we are not obligated to sell specific products that allow us to provide unbiased financial guidance. As fiduciary, we must act in good faith on your behalf and always operate with the highest ethical standards.
OUR APPROACH
WE START BY LISTENING TO YOU
"Every time I turn around, there's another financial decision to make. How do I know I'm making the right ones?"
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You may be trying to figure out how to pay back student loans, fund your 401(k), or buy a home.
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Maybe you’re unsure how to build wealth while educating your children and starting a business.
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Perhaps you’re struggling with preserving your wealth while caring for aging parents, supporting boomerang kids, or even evaluating an early retirement offer.
Whatever your current situation, worrying about your finances impacts your life and relationships.
We start by listening to you. We want to fully understand you, your finances, and your concerns so that we can help you make the best financial decisions available so that you build a secure and enjoyable future. Instead of just telling you what to do, we work with you, providing education, easy-to-understand recommendations, and help in implementing everything. We are with you every step of the way.
If you think it's important that someone listen and understand you before recommending solutions, contact us. We will listen.
OUR SERVICES
RETIREMENT & INCOME PLANNING
Our team of professionals will guide you through an investment planning process to ensure you can maintain your lifestyle pre-and post-retirement. This proven process also considers the possibilities of new avenues of income and transferring wealth to future generations.
WEALTH
MANAGEMENT
RPS provides customized wealth advisory services to meet the needs of your retirement years and beyond. Services include investment management, estate planning, and tax guidance to meet your individual financial goals.
TAX PLANNING
Our team has deep relationships with firms specializing in income tax preparation, tax coaching, real estate, and title services to ensure that you can take full advantage of all benefits to reduce your tax burden legally.