Welcome to Retirement Planning Services.
We hope that this website will give you a flavor for our firm. We have started by providing our mission statement because this defines the way that we operate and our priorities.
RPS Mission: To educate and equip our clients to make wise financial decisions that align their wealth with their values through exceptional financial planning and investment management. Through our faith, the expertise of each individual employee, and our zealous commitment to client service, we are dedicated to improving the lives of everyone that we touch.
RPS Core Values:
- Independence: We answer only to our clients and not to any bank, credit union, insurance company, or mutual fund family.
- Education: We provide unbiased information tailored to our clients' situations.
- Personal Attention: We simplify the wealth management process and proactively serve clients.
- Integrated: We help clients use their financial resources to fulfill their dreams and goals.
- Excellence: We strive to honor our God, our families, and our clients in everything that we do.
- Team: We strategically use the God-given gifts of a talented, diverse group.