Retirement Planning Services, inc. (RPS)is a Maryland-based firm specializing in financial and retirement planning. At RPS, we focus on helping retirees and those preparing for retirement to grow, preserve and protect their hard-earned assets.
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.
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.
Blog Posts and Articles
New Year Planning Tips As 2021 begins, many people are hopeful for what the new year will bring.
The past year has been a year of unprecedented changes, experiences, and market fluctuations. We […]
Tell Your Beneficiaries About Your Accounts and Policies Let them know how they will receive retirement assets and insurance benefits
Will your heirs receive a fair share of your wealth? Will your invested assets go where […]
Ways the Middle Class Can Make a Difference for Charity You don’t need to be wealthy to make an impact & get a win-win.
Do you have to make a multimillion-dollar gift to a charity to receive immediate or […]
Tax Rules on Rental Property The basics on capital gains & deductions.
Buying or selling income property has definite tax consequences. A taxpayer should clearly understand them, whether […]