A complete list of active advisors currently associated with Retirement Planning Partner LLC

Warmer can help you find a great advisor at Retirement Planning Partner LLC or one who fits your needs even better.

Retirement Planning Partner LLC provides retirement-focused financial planning to individuals and couples, including those within ten years of retirement and clients already in retirement. Services include hourly retirement planning engagements, written comprehensive retirement plans, and ongoing membership options that provide periodic review meetings and access to the firm's retirement planning software. The firm’s investment guidance emphasizes strategic asset allocation and a preference for passive vehicles—primarily ETFs, mutual funds, fixed-income securities, and annuities—while selectively recommending active strategies when appropriate; its methods of analysis include modern portfolio theory, fundamental and technical approaches. Advice is provided on a non‑discretionary basis, and implementation support or consultations with outside professionals (attorneys, accountants, insurance specialists) are arranged and billed in line with the firm’s planning model. Notable differences from many firms in the investment manager category are that RPP does not manage or custody client assets, does not charge percentage‑of‑assets or performance‑based fees, and instead relies on an hourly fee structure supplemented by tiered annual membership plans (Platinum, Gold, Silver) for ongoing service. The practice is operated by a sole principal who holds the Retirement Income Certified Professional (RICP) designation, and the brochure discloses no third‑party commissions or industry affiliations.

To learn more about the advisors currently working at Retirement Planning Partner LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.