Retirement Prosperity Group

My husband and I attended one of RPG's presentations, really a learning experience, at one of the local restaurantsWe had many questions, the biggest of which was, "When can I afford to retire?" I have had different financial advisors up to this point and was never given a clear answer to this questionI was also very unhappy with some variable annuities I had been sold years ago which were going no where and I was losing many dollars to fees that I was not aware of when I was sold these annuitiesAfter the meeting we set up an appointment with Lisa and DanielWe talked as they assessed my needs and what I knewI needed a lot of education as to my holdingsThey did a free assessment and forecast as to how long my retirement savings would last me, when I could financially retire if I chose to do soWe had to complete a budget and a risk assessmentAll these are tools to help determine your goals; are your current inverstments right for what you want; could somethings be adjusted to maximaize growth and decrease risk; where should you be at your stage in life and what plans can be made to improve your state of affairs? These and so many more questions were answeredA course of action was made to get me out of several fiancial vehicles I owned and put me on the right pathLisa nad Daniel spent time discussing their assessment and advice with my daughter and son-in-law as well so that they too would understand and feel comfortable with the plans we wanted to set into motionWe met with RPG several times in this process of assessment and education so I could make the decisions that were right for me, that I was comfortable withI have been with RPG for one year and have been very satisfied with my portfolio we worked on, my plans for the future, my financial goalsEvery few months we get together to review what is happening and make changes if appropriateThey not only assist you with your financial plans, but also assist with Medicare, Long Term Care, Social Security, RMD, Pensions and how all this fits together to work for youAnd the best, I found the big answer to my big question fianally...I can afford to retire any time I wantThere is much freedom for me in knowing this and has alllayed many of my anxieties about my financial futureI am getting a complete and total picure of what is happening with my money in terms and a language that I understandI found RPG to be friendly, emphasing education, not hard sellThey have high standards in ethics and counselThey also do not sugar coat anything, they tell you like it is, in simple language so that you undersatndIt is a pleasur working with RPG and I hope anyone reading this review will pick up the phone to chedule an appointment or go to one of their seminarsDo not put this off! You owe it to yourself and your futrue to do this today!

Our experience with Retirement Prosperity Group has been impressive Lisa and Daniel B*** took so much time with us helping us to take inventory of what we had and planning out our future needs They taught us about many different ways to prepare for our future retirement and helped us choose vehicles to meet our particular needs They made sure we completely understood our options before we moved forward with them and they never pressured us to purchase anything They really strived to make sure we had all of the information we needed to make our own decisions on our future retirement plan and we feel that they had our best interest at heart We would highly recommend them

RPG has provided outstanding service and guidance to us over the past two years I would highly recommend them to anyone interested in unbiased retirement and financial planning Lisa and Daniel listened and developed a plan for us without pressure and based upon our needs

My husband and I attended one of RPG's presentations, really a learning experience, at one of the local restaurants. We had many questions, the biggest of which was, "When can I afford to retire?" I have had 5 different financial advisors up to this point and was never given a clear answer to this question. I was also very unhappy with some variable annuities I had been sold years ago which were going no where and I was losing many dollars to fees that I was not aware of when I was sold these annuities.
After the meeting we set up an appointment with Lisa and Daniel. We talked as they assessed my needs and what I knew. I needed a lot of education as to my holdings. They did a free assessment and forecast as to how long my retirement savings would last me, when I could financially retire if I chose to do so. We had to complete a budget and a risk assessment. All these are tools to help determine your goals; are your current inverstments right for what you want; could somethings be adjusted to maximaize growth and decrease risk; where should you be at your stage in life and what plans can be made to improve your state of affairs? These and so many more questions were answered. A course of action was made to get me out of several fiancial vehicles I owned and put me on the right path. Lisa nad Daniel spent time discussing their assessment and advice with my daughter and son-in-law as well so that they too would understand and feel comfortable with the plans we wanted to set into motion.
We met with RPG several times in this process of assessment and education so I could make the decisions that were right for me, that I was comfortable with.
I have been with RPG for one year and have been very satisfied with my portfolio we worked on, my plans for the future, my financial goals. Every few months we get together to review what is happening and make changes if appropriate. They not only assist you with your financial plans, but also assist with Medicare, Long Term Care, Social Security, RMD, Pensions and how all this fits together to work for you. And the best, I found the big answer to my big question fianally...I can afford to retire any time I want. There is much freedom for me in knowing this and has alllayed many of my anxieties about my financial future. I am getting a complete and total picure of what is happening with my money in terms and a language that I understand.
I found RPG to be friendly, emphasing education, not hard sell. They have high standards in ethics and counsel. They also do not sugar coat anything, they tell you like it is, in simple language so that you undersatnd. It is a pleasur working with RPG and I hope anyone reading this review will pick up the phone to chedule an appointment or go to one of their seminars. Do not put this off! You owe it to yourself and your futrue to do this today!