×

Review Keywords Analysis

Retirement Planners of America photo
Retirement Planners of America photo

Retirement Planners of America

Address: 1300 Summit Ave Suite 600, Fort Worth, TX 76102, USA Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Financial Planning Retirement Planning $50 - $150 Call to Book
Investment Strategy Development $100 - $200 Call to Book
Asset Protection Planning $75 - $175 Call to Book
Estate Planning Wills and Trusts $250 - $500 Call to Book
Power of Attorney $100 - $300 Call to Book
Healthcare Proxy $75 - $200 Call to Book
Social Security Strategies Maximizing Benefits $50 - $100 Call to Book
Benefit Timing Analysis $75 - $150 Call to Book
Claiming Approaches $50 - $100 Call to Book
Tax Planning Tax Return Preparation $200 - $500 Call to Book
Tax Strategy Development $150 - $350 Call to Book
Retirement Tax Advisors $100 - $250 Call to Book

What people love

From reviews
Personal attention Frequent communication Professional service Knowledgeable advisors Strategic financial planning Twice a year meetings Clear explanations Market education Asset protection strategies Responsive staff

About this business

Market fluctuations don't have to destroy your retirement ambitions. Investors usually concentrate on growth when building savings. Over 50? You can still invest, but you don't have to play the growth game. Your goal is to protect the capital. One bad bear market and your plans are gone. You might be forced to retire early, run out of money, or spend many years getting back to where you started. Retirement Planners of America can be the resource you need to build a retirement plan. Let's start planning for the market to drop.

Reviews Summary

Robert Tunnell's clients at RPOA have full trust and faith in their financial well-being and preparedness for retirement. They described him as professional, caring, and thorough and called him an exceptional financial planner. Both Tunnell and Aljon Lovelace aim to make them comprehend the plan better and work with them through every step. Tunnell and his team have been praised for their accessibility, keeping communication lines open and answering questions both expected and unexpected. Therefore, the client believes that their money is protected best ahead of their impending retirement. The above clients have reported a high level of satisfaction and highly recommend RPOA due to the great reviews.

Frequently asked questions

7 questions
What do Retirement Planners of America clients say about the work?
Clients frequently praise the team's communication, professionalism, and personal attention. Many reviewers highlight the expertise of advisors like Aljon Lovelace and Robert Tunnell, noting their ability to explain complex financial concepts clearly and their dedication to client needs.
Does Retirement Planners of America provide estate planning services, and what do clients think about them?
Yes, they offer estate planning services including wills and trusts, power of attorney, and healthcare proxy. Reviewers appreciate the comprehensive support provided, often mentioning the team's ability to handle sensitive topics with care and professionalism.
Can I get help with Social Security strategies at this practice, and how effective are they?
Absolutely, they assist with maximizing benefits, benefit timing analysis, and claiming approaches. Clients have expressed satisfaction with the guidance provided, indicating that it helps them make informed decisions regarding their Social Security benefits.
What hours is Retirement Planners of America open for consultations?
Their hours are as follows: Monday: 8:30 AM-5:00 PM, Tuesday: 8:30 AM-5:00 PM, Wednesday: 8:30 AM-5:00 PM, Thursday: 8:30 AM-5:00 PM, Friday: 8:30 AM-5:00 PM, Saturday: Closed, Sunday: Closed.
Does this firm offer financial planning services, and what do clients say about their effectiveness?
Yes, they provide financial planning services including retirement planning, investment strategy development, and asset protection planning. Clients commend the team's ability to create tailored strategies that align with their retirement goals, ensuring peace of mind.
How does Retirement Planners of America handle tax planning, and what feedback do clients give?
They offer tax planning services such as tax return preparation and tax strategy development. Clients appreciate the thoroughness and clarity of the advice provided, often mentioning that it simplifies their tax-related decisions.
Where is Retirement Planners of America located?
1300 Summit Ave Suite 600, Fort Worth, TX 76102, USA

Location & directions

Fort Worth, Texas
Retirement Planners of America
Financial Consultant
Address
1300 Summit Ave Suite 600, Fort Worth, TX 76102, USA
Hours
Closed Now
Retirement Planners of America Reviews · 5.0 average
0 Reviews
G Google 96

No Reviews Found

Alternatives to Retirement Planners of America

See all Best Financial Consultants in Fort Worth →