Your retirement isn't a template. Your portfolio shouldn't be either. You've spent decades building what you have. You deserve more than a one-size-fits-all portfolio and a reminder to "stay the course." At RPI, Patrick and I take the time to understand your income needs, your timeline, your taxes and what keeps you up at night. Then we build a plan around you and actively manage your investments as markets change. When conditions shift, we don't just wait. We adjust to help keep your plan on track. In recent years, that has included gold and silver funds when they fit a client's plan, a tool many advisors leave out entirely and something our clients have benefited from.
An advisor for the long run. Many people near retirement have watched their longtime advisor retire and hand them off to a stranger. We're both under 50, and we're building RPI to be here for the next 30 years of your plan and beyond. That covers your first retirement paycheck, every decision along the way, and someday helping your children and grandchildren carry on what you built.
One flat advisory fee covers the management of your assets and the planning that goes with it. We act as your fiduciary, so you are paying for the advice, not for a product. Retirement income, Social Security, taxes, cash flow, and estate decisions are part of the relationship. So is coordination with your CPA and attorney.
We work with individuals and families who have $300,000 or more in investable assets and are planning for retirement—or already retired. From helping more than 150 local families prepare for retirement to partnering with some of the region's largest employers, our experience runs deep. Whether you've changed jobs, are thinking about retiring, or have already started retirement, we can help.
We encourage you to compare our portfolios with others you are considering. Review the construction, the fees, and the thinking behind each position.
We expect ours to stand out.
Jenna and Patrick left Voya Financial to build an independent firm focused entirely on their clients. They help families across Michigan and have worked with some of the state's largest employers, including the State of Michigan Pension Plan and Corewell Health.
That dual experience is their edge: they know how to serve people and their individual investments as well as the large group plans they retire through.
- Can I retire?
- When should I take Social Security?
- What happens if the market drops 20%?
- How do I turn my investments into income?
- Am I going to run out of money?
- Am I investing correctly for the next 20–30 years?
- How do I minimize taxes?
- How much risk should I be taking?
- How much can i safely spend?
- What happens to my investments if the market drops 10%?
- How do I pass my assets to my beneficiaries without leaving them a tax burden?
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