Can you assist me with selecting the investments for my 401(k) retirement plan?

Yes, we work with many individuals as their employer plan advisor.

I recently left my job and have a 401(k) plan I no longer can contribute to. What should I do with it? 

We can give you options when it comes to employer plans, including 401(k) rollovers and how to continue retirement plan contributions.

I received inheritance from a parent. How do I manage this in a tax-sensitive way?

With our vast knowledge on the tax structure of inherited accounts, we can make sure you are invested properly and understand any tax consequences.

I don’t live in Michigan. Can I still meet with you?

Yes, we meet virtually with individuals across the US.

RPI financial advisors are committed to upholding a fiduciary standard, providing our clients with exceptional service and an open-architecture investment platform for a competitive price. Using our personalized financial planning process, we work with you to develop a strong understanding of your unique needs, which aids us in providing you with investment recommendations.

 Whether we are meeting with you at our main office in Grand Rapids, Michigan, or we are connecting via Zoom or over the phone, we pride ourselves on providing high-quality financial planning and guidance for all clients.

Our Process

Not only do we excel at working with individuals, but we also work with employers to set up and administer group retirement plans for employees. We take the guesswork out of managing the investment platform and provide all employees with one-on-one financial planning and complimentary on-site retirement seminars.

RPI financial advisors have worked with some of West Michigan's largest employers. We aid the employer in fulfilling their fiduciary duty, and we offer the additional benefit to employees of financial education and guidance throughout their employment.

Who We Work With