Retirement Planning Specialists, Inc. is an SEC-Registered Investment Advisor (RIA) located just north of Philadelphia, in Willow Grove, PA. As an independent wealth management firm, we concentrate on low-volatility, steady-return investment portfolios that are actively managed and designed to generate a consistent stream of income through retirement. Our services are fee-based which allows us to deliver objective investment recommendations and unbiased retirement planning advice.
Our advisors offer a combined 50+ years of experience in the financial services industry. Their extensive investment management background and strategic partnerships with qualified Estate, Tax and Insurance planning professionals allow us to address our clients' financial planning needs with confidence. This comprehensive approach to retirement planning ensures that each aspect of your financial plan blends together seamlessly.
Our client service team and administrative staff are dedicated to assisting our clients and providing the highest level of service. But our commitment to our clients goes beyond offering prudent advice and good service; it's rooted in the personal relationships that we share with them and the satisfaction we derive in helping them realize their goals and dreams for a secure, fulfilling life in their retirement years.