Retirement Planners of America

Your retirement should be your second childhood without parental supervision!

Financial planner in Fort Worth, TX (show on map)

4.9

★★★★★

221 reviews

Retirement Planners of America (RPOA) specializes in retirement planning, offering personalized financial plans to ensure your money lasts as long as you do and provides financial peace of mind.

Call (817) 717-8200

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About

Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.92 billion in assets under management and serving more than 6,500 households in 48 states (as of 06/30/2024). RPOA has 14 offices in Texas, Arizona, California, and Oklahoma.

The firm’s financial advisors work with pre-retirees and retirees, offering financial planning, investment management, Social Security planning, and income tax planning services. As a Registered Investment Advisor, RPOA will always put your financial interests first. Your retirement security is our top priority, and our core values are designed to make your client experience as seamless as possible.

Invest and Protect Strategy

Fiduciary commitment

Comprehensive retirement planning

Services

Retirement Planning

Personalized retirement plans designed to ensure your money lasts as long as you do and provides financial peace of mind.

Invest and Protect Strategy Bear Market Planning Social Security Optimization Tax Planning Estate Planning Medicare Planning

Credentials & Certifications

CRPC™

Reviews

Rating

4.9

★★★★★

Reviews

221

"Robert Tunnel has done a great job handling our accounts."

Frequently Asked Questions

What is the Invest and Protect Strategy? +

The Invest and Protect Strategy is designed for unlimited upside with a tolerable downside, focusing on protecting principal while allowing for growth.

How does RPOA help with Social Security planning? +

RPOA provides strategies for optimizing Social Security benefits, including when to claim and how to maximize lifetime benefits.

What is the purpose of the Retirement Resource Center? +

The Retirement Resource Center offers a variety of information and tools to help clients plan for retirement, including market alerts, financial tips, and educational content.