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 Jenna, a husband and wife team, take the time to understand your income needs, your timeline, your taxes and what keeps you up at night. Then they build a plan around you and actively manage your investments as markets change. When conditions shift, they don't just wait. They adjust to help keep your plan on track. In recent years, in addition to an active stock and bond portfolio Jenna and Patrick have included things like gold and silver funds when they fit a client's plan, a tool many advisors leave out entirely and something their clients have benefited from.

At RPI, Patrick and Jenna work side by side as a husband-and-wife team. You get two advisors who have planned together in real life, not just across a conference table. They look at the same plan from different angles, weigh the tradeoffs the way a household actually does, and stay pointed at the same long-term goal.

Many people near retirement have watched their longtime advisor retire and hand them off to a stranger. Jenna and Patrick are both under 50, and are 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. Some of their clients came to them just before retirement. Others had been retired for ten years or more and realized they deserved better guidance. Either way, it's never too late to have a plan that fits.

One flat advisory fee covers the management of your assets and the planning that goes with it. Jenna and Patrick 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.

Jenna and Patrick 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, their experience runs deep. Whether you've changed jobs, are thinking about retiring, or have already started retirement, RPI 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.

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.

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