financial advisors

Mike Zahariadescreating the right retirement plan subtitle

Whether you are an advisor who specializes in corporate retirement plans or one who handles plans when the opportunity arises, RPA is here to help.  We work by your side making sure your clients have the best possible service experience.

customized solutions subtitle

Our sales team will help you with the entire proposal and presentation process.  We will meet face to face with you, the prospect and clients to build a customized solution for their company.  Whether they need best in class Third Party Administration (TPA) Services or 3(16) Fiduciary Services, RPA will consult with you and the company to make sure all their administrative needs are met.

excellent customer service subtitle

Generic FA Marketing Brochure title page

Once a plan is sold and through the implementation process, the client is handed over to their Dedicated Plan Consultant.  The plan consultant will be the day-to-day contact for you and the client.  The plan consultant will guarantee the top notch services we commit to delivering you each and every day.

Every retirement plan at RPA works with an advisor.  We believe that plans are best served by having an advisor who helps them select which TPA and investment platform are the best fits.  As an Independent TPA, we work with the industry's top platforms and help consult with you to make sure the platform of choice will deliver on the services the plan needs. This structure creates checks and balances and provides continuity for plans if they ever need to make a change in investment platforms.

For more information on our services, please contact us.  We look forward to partnering with you to help build and service plans that help people retire well!