We design around your specific situation and manage investments actively so a market drop like 2008 or 2022 doesn't undo your plan. At RPI, "just ride it out" is not the strategy. We actively manage portfolios to help keep your retirement plan intact, including the use of gold and silver in recent years—something many other advisors don't do, and something our clients have benefited from.
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 100 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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