Retirement Planners of America

Located in Houston, Texas

Address: 2820 Dallas Pkwy, Plano, TX 75093, United States

Phone: +1 469-246-3600

Rating: 4.7

Services

Wheelchair-accessible car park
Wheelchair-accessible entrance
Wheelchair-accessible toilet
Toilets
Appointment required
Appointments recommended

Photos

Latest AC Repair Services in Houston

Comments

Review 1 (2024-12-10 - Rating: 5)
I started following Ken and company of RPOA back in the early 90s when they were known as Money Matters. Back then I was managing my own investments and listening closely to what Ken had to say. I eventually moved my Investments to RPOA. Their investment strategy makes perfect since to me.Im always pleasantly surprised when I walk into the Plano office. Im always greeted with a pleasant smile and a warm welcome. When Ive had questions, if my client representative isnt available, my call is returned promptly.

Review 2 (2025-01-03 - Rating: 5)
I would be remiss if I did not send this review of my experience with Doug Williams. I have been with RPOA for many years and I have to say Doug has been very personable, professional and has helped me on numerous occasions. Thanks, Doug!

Review 3 (2024-12-05 - Rating: 5)
I have been with RPOA for a number of years and couldnt be happier with their management of my retirement funds. My Advisor is EXCELLENT and the response to questions as I have them is quick and professional. Definitely recommended!

Review 4 (2025-01-05 - Rating: 5)
I have been with RPOA for more than a year now and --thanks to their cheerful, knowledgeable, and personal attention-- I feel very optimistic about my financial future. Lesa Collins and other staff have always answered or returned my calls promptly. I have also learned a lot from Ken Moraifs podcasts! Thank you, RPOA!

Review 5 (2024-12-04 - Rating: 5)
My wife and I had a great experience working with the people in the Plano office. I moved my retirement accounts to RPOA because their investment philosophy matched mine. My previous Investment Management firm had a buy and hold philosophy, I did not see what I was paying them for.

Review 6 (2024-10-29 - Rating: 5)
My only sadness is that it took me too long to get to RPOA. Their core values are aligned with what seniors should value. Their staff is outstanding. I have no doubt that their actions will always be in my best interest. And it is not a “one size fits all” approach.

Review 7 (2024-10-25 - Rating: 5)
John Broderick has been our financial planner at RPOA for the last 3 years. He is very thorough and makes planning our future simple and meaningful. Over the years we have developed a strong relationship and he is now considered more of a family friend than a business associate. I would highly recommend John as well as RPOA.

Review 8 (2024-10-15 - Rating: 5)
RPOA has been extremely helpful to me as I’ve transitioned from a couple to a widow. We always had part of our money invested with RPOA, and my husband advised me to move all of the money to RPOA for security purposes and peace of mind. They have been extremely helpful as I have transItioned into managing the finances. The staff is always very helpful in answering my questions.

Review 9 (2024-10-03 - Rating: 5)
My spouse and I have been satisfied RPOA clients for over 18 years.During that time, Our RPOA advisor has always been available and has the communication skills and knowledge needed to keep us informed about our current, past, and future financial situation.RPOAs stated goals for its clients is to manage and reduce the dangers to their clients future financial wellbeing.After retirement, one might not have the time and resources needed to recover from a severe financial loss.RPOA has the people, policies, procedures, and financial skills needed to help protect your future.We highly recommend RPOA to all of our friends and relatives.

Review 10 (2024-12-05 - Rating: 5)
The peace of mind in knowing their outstanding reputation and strategies allows us to feel confident in our future. Our advisor is thorough and knowledgeable. We highly recommend RPOA (formerly MoneyMatters - Ken Moraif).

Review 11 (2024-12-02 - Rating: 5)
Lisa and her team do a great job of monitoring my investments and working with me to get the information they need for RMDs, etc. I appreciate their personal involvement, and the fact that my 401K is doing pretty well.

Review 12 (2024-09-06 - Rating: 5)
RPOA is an excellent organization! Our family has been blessed (for many years) as they assist us with taking care of our financial future. Lesa Collins is our advisor, and she is very knowledgeable, keeps us on track, answer all our questions, and always has ideas to help us through any hurdles. You cant buy Peace of Mind in this world, but RPOA can make you feel pretty safe with investing your money with them. Thank you, Lesa for all that you do for us. You are appreciated!

Review 13 (2024-12-02 - Rating: 5)
I feel that my money is secure and I am kept appraised of market updates. My advisor, Lisa, is always available, answers all my questions and provides personal service during my semi-annual reviews (or sooner if I have questions or concerns).

Review 14 (2024-08-14 - Rating: 5)
Choosing RPOA to take care of my retirement account was the best decision I’ve ever made. Because of the strategy they use, I have no trouble sleeping. We meet every few months to make sure my spending is on the right track. My wife and I could not be happier. With RPOA’s assistance we have been enjoying our retirement for 11 years.

Review 15 (2024-10-19 - Rating: 5)
Robert Tunnell is our advisor at RPOA Advisors, Inc. Fort Worth, TX office. We started with Robert about 10 years ago. We were with (ML) lost lots of money due to market fluctuations, then we were advised to ride the big wave up, then all the way to the bottom. Don’t miss those very best few days on the way back up.Robert Tunnell is extremely knowable and patient with those who are not. He has made the word “Adviser” mean something totally different, in a great way.Wife and I researched Ken Moraif after listening to his radio show every Saturday for 5 or so years. The formula that RPOA Advisors, Inc., uses to protect your gains & money from those nasty Market Corrections, was worth the change from another adviser. So happy we made the change. We have never looked back!

Review 16 (2024-08-03 - Rating: 5)
We have been clients of RPOA for 10 years. We have been very happy with their service and investment strategy. Ken and his team are very professional, responsive, provide great advice, and are a true pleasure to work with.

Review 17 (2024-08-21 - Rating: 5)
Over the past 17 years we have been fortunate to work with RPOA to preserve and improve our retirement portfolio. The new Financial Health Index is a creative assessment of our current financial condition and another example of the continuing excellence in customer service we receive from this amazing organization! We highly appreciate and recommend RPOA!

Review 18 (2024-08-10 - Rating: 5)
We have been clients of RPOA for over 15 years. Service levels & response levels by all staff have consistently exceeded our expectations. The regular meetings are so helpful & informative. We especially appreciate their ability to share complex information in layman’s terms. We respect & trust RPOA.

Review 19 (2024-08-27 - Rating: 5)
I have been with RPOA for over 10 years and have been very satisfied with the growth of my IRA. Their exit strategy has not been right every time but they have been right more than not. This strategy gives me comfort that I do not have to worry about losing a significant part of my wealth as my principal is protected. They automatically make the decision to get in or out of the market based on their historical model. I know that people say that you can’t time the market but if you are retired you have to protect your principal and RPOA has done that while growing my portfolio over 70% over the last 10 years. If you are looking for a place to grow your retirement funds with minimal risk I would recommend RPOA.

Review 20 (2024-08-06 - Rating: 5)
We have been with RPA (and Money Matters) for a dozen years since our retirement. The level of trust in the organization and the resulting decisions that have been made on our investment behalf is excellent. We highly recommend their services.

Review 21 (2024-07-17 - Rating: 5)
My wife and I have been clients of RPOA for 14 years. RPOA has a wonderful staff that have become like family. The philosophy has us feeling that our retirement funds are well cared for and safe. We sleep much better at night with that assurance.

Review 22 (2024-10-16 - Rating: 5)
My family has been working with RPOA since 2004 and they are fabulous and have taken great care of us!!

Review 23 (2024-11-05 - Rating: 5)
Our agent has been excellent to work with. We appreciate his meticulous tracking of our financials allowing us to know our financial status into the future.

Review 24 (2024-10-16 - Rating: 5)
RPOA has done an excellent job of keeping my parents portfolio safe and growing even though they are drawing on it for their retirement income.

Review 25 (2024-07-02 - Rating: 5)
My husband and I joined Ken Moraif in the 80s. We were both still working and had two goals in mind. My husband planned to live a long life and wanted his money to never run out and I wanted to retire by the time I was 60. Both our goals have been met. The people at RPOA are knowledgeable and friendly and instill confidence and provide us with peace of mind financially. Their invest and protect strategy has worked well for us over the years and they explain it very clearly, answer all our questions even as they have made improvements to it during this time. We highly recommend them and are now enjoying our retirement.

Review 26 (2024-08-01 - Rating: 5)
We have been a client of Ken Moraif and Retirement planners of America for many years. I appreciate the way Ken and his team have helped us reach our financial goals for a successful and comfortable retirement. The reviews of investment risk and cash flow needs to assure we stay on track with our financial retirement strategy have been extremely helpful. The investment portfolio is broad and with multiple options.As Ken says, leave the worrying to them so we can enjoy our earned retirement.Kevin Rupp

Review 27 (2024-08-01 - Rating: 5)
I’ve been a client of Ken Moraif at RPOA since 2007 when my 401k with Fidelity lost $36k in the 3 weeks I was with them. I listened to their strategy and liked the idea of not losing money. I’m so glad I switched to them right before the crash in 2008. I have peace of mind and have stopped worrying so much about the ups and downs of the market.

Review 28 (2024-08-07 - Rating: 5)
We feel secure with our investments with Retirement Planners of America. When things get unsettled in the world of finace as they do more and more as the World Turns we avoid a lot of stress knowing RPOA is looking out for our life savings and keeping us posted as to what they are doing to protect us from major loses. They have done this for us for around 2 decades. That should indicate the amount of trust and confidence we have in them.

Review 29 (2024-08-12 - Rating: 5)
Because of the industry knowledge, integrity and professionalism of the team at Retirement Planners of America, I have complete confidence that my investments are in the safest place they can be. Their responsiveness and information sharing is unsurpassed.

Review 30 (2024-07-09 - Rating: 5)
We have been clients of Ken Moraif since 2008 and are very pleased. Our investments have done well and we find Ken and his staff to be very responsive to our needs and questions. He is preemptive with contacting us and schedules periodic appointments with him to discuss our portfolio. We strongly recommend Ken and RPOA to anyone thinking of investing for retirement. He also has specialists on staff to help with insurance, social security, tax, estate questions and more. He gets an A+ from us!

Review 31 (2024-07-01 - Rating: 5)
We’ve been with Ken for 12 years. The process was easy to rollover our funds from our employer when we retired and have never regretted our decision to have Ken and RPOA manage our money. We agree with Ken’s strategy and he makes the financial world and terminology easy to understand. He communicates clearly how our money is invested and explains any changes made to our portfolios and why they are made. He has accurately forecast where our total investment will be based on our cost of living and taxes paid in our regularly scheduled meetings. Ken is easy to talk to and we never hesitate to ask him for advice on any financial decisions. We highly recommend Ken and RPOA.

Review 32 (2024-09-06 - Rating: 5)
My experiences with Ken and the RPOA staff are great. My investments with them are well taken care of and are growing.

Review 33 (2024-07-25 - Rating: 5)
When my wife and I retired, we knew we needed to make arrangements for professional money management. There were two major reasons for this: (1) We did not want to spend our retirement years continually hovering over spreadsheets, trying to make good investment decisions, and (2) We needed a strategy that would protect our assets during the years after leaving the workforce. In our particular case, our focus was less on increasing our assets and more on making sure we did not lose those assets over the course of our retirement.About eight years ago we attended a meeting sponsored by Retirement Planners of America (RPOA). We were invited to that meeting by family members who had invested with RPOA a few years earlier and were pleased with the results. What we heard during the presentation made sense to us because the strategy was exactly what we had determined was important to our family: (1) A team of experts who had the knowledge and expertise to help us with asset allocations and investment decisions, and (2) A strategy to protect assets during downturns in the market. RPOA met both of these criteria.I can say without hesitation, RPOA has accomplished what they promised. As a client, we have been able to maintain the same standard of living we enjoyed before retirement, and we have more money today than when we initially invested with RPOA. This has allowed us to go about our lives without the constant worry and decision-making regarding our investments. The personnel at RPOA are professional, courteous, and proactive. If you are approaching retirement, you owe it to yourself to consider RPOA and the investment strategies they employ. We are pleased with RPOA and we are confident you will be as well.Rocky and Linda Miller

Review 34 (2024-07-11 - Rating: 5)
We have really enjoyed our experience at RPOA. Jad McGuire has gone above and beyond in all the areas of retirement planning. He’s more than just an advisor, he’s a true friend.

Review 35 (2024-02-22 - Rating: 5)
RPOA has been phenomenal. From the beginning, the transition of moving my 401k funds and my other financial accounts into my new RPOA account was handled quickly and efficiently and I was impressed with the professionalism of the RPOA representative assigned to my account. He walked me through each step and gave me confidence throughout the process. Additionally, RPOA assigned a client service representative to follow through with any requests or questions I might have and this person has been responsive to all of my requests plus he keeps in contact to ensure me that all is going smoothly. I am confident that my financial matters are in excellent hands.

Review 36 (2024-09-20 - Rating: 5)
You can tell right when you walk in how much they care about their clients. Great place to get all your retirement needs addressed.

Review 37 (2024-06-26 - Rating: 5)
My husband and I have been clients since 2010 and have been very pleased with the handling of our accounts. Ken has always been very professional, listens to our concerns and answers our questions in a comfortable forthright manner

Review 38 (2024-08-27 - Rating: 5)
The RPOA Team is a valued trustee with my family retirement accounts. Before trusting Ken Moraif and his team with my retirement funds, I did an extensive evaluation of several other financial advisors, and that was 19 years ago. My overriding decision to trust Ken with my retirement savings was his thoughtful strategy to get my hard-earned savings out of the equity market during a sustained bear market and to maximize my investments during bull markets. That strategy has worked very well for me over the years. You will not find a better financial advisor, anywhere.

Review 39 (2024-12-03 - Rating: 5)
They have been great, explaining everything to us and getting us set up to succeed.

Review 40 (2024-07-11 - Rating: 5)
Since I’ve been with RPOA, I’ve been able to live in retirement worry free knowing that they’re looking after my finances. I used to follow the stock market closely and worry, worry, worry! It’s such a relief having found this company.

Review 41 (2024-07-27 - Rating: 5)
We have been with Retirement Planners of America (RPOA) since 2004, 20 years. We have no regrets! We meet with our planner in person two times a year, and we receive an email with a live video every Friday to keep us informed of what is happening in the Market. These weekly updates help keep us connected and informed. We are so glad that we found RPOA when we did, and we are 100 percent satisfied!!!

Review 42 (2024-07-09 - Rating: 5)
Ken Moraif is my advisor. He has and is doing a great job for us. No complaints, and the important thing is that he is making money for us.

Review 43 (2022-10-29 - Rating: 5)
Ive been a client of RPOA for 13 years and have always been satisfied with them. I am most pleased with all the different communications they have with their clients: one-on-one meetings, annual large group events, email videos etc that keep their clients well informed on the economy and the latest market conditions. They operate according to a set of core values and investment principles that align with my personal goals. I highly recommend them.

Review 44 (2024-07-11 - Rating: 5)
My expectations of Retirement Planners of America were highly met. Jad McGuire helped me on more than one occasion. He was courteous and showed a lot of patience with me.

Review 45 (2024-08-07 - Rating: 4)
We have had good returns with RPOA with the safety of the sell strategy. An effective approach for our ages

Review 46 (2023-10-25 - Rating: 5)
The team of Paul Hofland, David Mott and Sandi Todd serve as my financial planning team through RPOA (Retirment Planners of America). They provide excellent service!! They make sound (profitable) financial decisions and provide as much explanation as needed for me to clearly understand the basis of their decisions. Further, they are extraordinarly friendly and are very prompt in their replies to messages.

Review 47 (2024-07-17 - Rating: 5)
Our advisor is very helpful in explaining our investment plan and strategy plus RPOA’s free client education seminars cover a variety of important money management topics!

Review 48 (2022-10-29 - Rating: 5)
Our experience with RPOA has been fantastic. James has been such a pleasure to work with; now looking forward to working with Hunter. Were glad to know that in this volatile market that the team works so hard to allow us to have financial peace of mind.

Review 49 (2022-10-29 - Rating: 5)
We are so happy with RPOA for our financial planning! During a time period such as the current economic downturn, their investment philosophy has kept us from seeing huge losses that our friends are seeing. When nearing or in your retirement years, that can make all the difference. They are thorough, friendly, will get to know you and your unique situation. We’re very happy with RPOA!

Review 50 (2022-01-13 - Rating: 5)
We’ve been with RPOA for a few years now, and are very pleased with the advice and handling of our investments. Our Retirement Planner has checked in with us on a regular basis, and has gone above and beyond to make sure we’re happy with how we’re investing our money. I appreciate the transparency we get and trust that we won’t be put into high-risk situations. We’ve definitely seen a return and will continue to use them!

Review 51 (2023-11-03 - Rating: 5)
I like their investment philosophy, I like the added services pertaining to taxes, insurance, and Medicare. A pretty complete package for retirement. Paul Hofland, the associate that I have worked with is personable, knowledgeable, and thorough. Sandi Todd takes care of all the details and keeps everything running smoothly.I am very satisfied with the help that RPOA has given me and the peace of mind that they have my best interests ingrained in what they do.

Review 52 (2022-03-18 - Rating: 5)
We have worked with Ken for almost 20 years. His financial guidance and approach to our investments have been excellent. They have truly given us peace of mind and allowed Mary and I to go about our business without constant concern or a need for oversight on our part related to our financial investments in the market. I would certainly recommend Ken and RPOA to anyone and have recommended their services to a number of our close friends.

Review 53 (2022-10-29 - Rating: 5)
RPOA is a first class organization with a set of core values that they follow closely. They have frequent and honest communication with their clients and develop a close relationship with each client. They are extremely knowledgeable in all areas of financial planning and retirement. They will set up a retirement plan to make your money last as long as you do.

Review 54 (2023-11-08 - Rating: 5)
My RPOA advisors and staff are the GOLD STANDARD in retirement planning and advisory services. Paul, David and Sandi are always immediately accessible, responsive and thorough. They communicate on a weekly basis as to the overall direction and pulse of the market with insight as to why things are what they are and where they likely will go. They provide a solid, well tested strategy to protect my investments from significant loss and to capture upside opportunities ongoing. I sleep well at night knowing they are up dealing with the the ups and downs of todays and tomorrows market. Theyre trusted folks to administer my portfolio. And smart.

Review 55 (2024-08-01 - Rating: 5)
We have been a client over 20 years. Ken has always been upfront and easily accessible.

Review 56 (2022-01-24 - Rating: 5)
Doug Dyer has been our Financial Planner for about 15 years, and he has been tremendous to work with. He went above and beyond in assisting us make the transition from our previous advisor in another state and has been outstanding in his ongoing service ever since. Very professional, trustworthy, and easy to work with, Doug is proactive in ensuring we have the information and guidance we need on a timely basis and is very thorough in making sure our questions and concerns are explained in terms meaningful to us. We would highly recommend Doug to anyone as we believe he is a tremendous asset to RPOA and has been a tremendous asset for us!

Review 57 (2023-12-18 - Rating: 5)
This company is fantastic. Cody in their office is super informative and communicative, I couldnt recommend him more to anyone needing helps setting themselves up for the future!

Review 58 (2022-05-12 - Rating: 5)
We have known Doug Dyer for years now. We appreciate so much his willingness to hear our goals and concerns. He genuinely cares about his clients and is always available. We cant recommend him enough. We have total faith and trust in him.

Review 59 (2022-02-22 - Rating: 5)
We have used RPOA for several years and it was an excellent decision. Mark Clopton is a very knowledgeable and professional advisor and we recommend him highly. He listens and gives us good advice for the best investment strategy for our needs. We trust his advise and it has resulted in growth of our assets. Mark is a trustworthy advisor and a pleasure to work with.

Review 60 (2022-01-30 - Rating: 5)
My wife and I have been with RPOA for about 10 years and couldn’t be happier. The professionalism of the entire staff couldn’t be better.Our advisor, Paul Hofland, always makes us feel at ease, even during the highly volatile market swings we have been experiencing lately. He is knowledgeable, friendly, calm, has great ideas for us and is very accessible. Most importantly, he is trustworthy.We highly recommend RPOA, and specifically Paul, for your financial planning needs.

Review 61 (2022-01-25 - Rating: 5)
Several years ago we moved our retirement accounts to RPOA. It was the best decision we could have made. We have been more informed about our money, which has made us more committed to seeing our retirement grow. Our advisor is Cody Dyer........I cant say enough great things about him, but first and foremost, we trust him explicitly.

Review 62 (2021-12-22 - Rating: 5)
Since starting to work with RPOA I have felt much better about my accounts not taking the nose dives that had happened in past market down turns. Robert in the Fort Worth office has taken very good care of my wife and I since joining the family. I would recommend there team to anyone looking for security of there retirement principle.

Review 63 (2022-01-18 - Rating: 5)
The best financial move my wife and I ever made was moving our investments to RPOA. Their disciplined strategy provides us with the peace of mind we never had with other advisors. Regular reviews with Natalie are comprehensive and keep us appraised as to how things are progressing toward our retirement. I have recommended others to RPOA with total confidence and will continue to do so.

Review 64 (2022-10-29 - Rating: 5)
Paul Hofland and Sandi Todd have been amazing! They have helped us get started and answered any and all questions that we’ve had, even after hours. Overall we are very happy with RPOA! Thank you for everything!

Review 65 (2022-01-26 - Rating: 5)
I am very pleased we made the switch to RPOA years ago! It has been such remarkable experience. Our advisor, Jad McGuire, goes above and beyond and I would highly recommend him! He is a hard-working, honest, down to earth, Texas guy that will go the extra mile!

Review 66 (2022-01-04 - Rating: 5)
My wife and I appreciate the peace of mind RPOA gives us. We do not have to worry about managing our investments and making decisions about where and when to invest. Natalie is always there to give advice concerning our finances and is keeping us on the path to retirement!

Review 67 (2022-01-20 - Rating: 5)
RPOAs strategy is rock solid in todays market. My wife and I are extremely pleased in the investments of our retirement savings and comforted to know that RPOA has more than a wait and see strategy. Our personal advisor is not only professional, but we consider him a family friend. I recommend RPOA to anyone who is retired, planning to retire, or just wants to see their savings grow.

Review 68 (2022-01-25 - Rating: 5)
Ive been a client since 2015 and I can truly say I have piece of mind with RPOA handling my retirement funds.My advisor, Aljon Lovelace, from the Fort Worth office, is professional, informative and patient with all my questions!

Review 69 (2022-03-16 - Rating: 5)
We have been with RPOA for over ten years and have always had a very favorable experience. Professional with great communication. As their slogan says, we have financial peace of mind.

Review 70 (2021-11-23 - Rating: 5)
Shawn Stone has shepherded us through our retirement planning and we couldnt be more at ease with RPOA handling our finances. Besides being the best out there, they are really nice people! My moneys on them!!

Review 71 (2022-02-01 - Rating: 5)
Paul understands my current status and advises me the best path forward as I near my retirement. This gives me confidence that I am making the correct decisions, which makes life easier and more fun. Paul is easy to communicate with and I enjoy working with him.

Review 72 (2022-01-21 - Rating: 5)
My wife and I chose RPOA to handle all of our wealth management and investing activities several years ago. We find their product and philosophy to be exactly what we need at this point in our lives. Simply said, knowing there is a financial plan in place that will keep us financially comfortable for the remainder of our lives allows us to sleep peacefully at night.Paul Hofland has been our advisor since we began utilizing RPOA. Paul is a true professional who offers quality advice, continual updates, and meets with us several times a year to formally review our plan. I cannot say enough positive things about Paul and his team at RPOA. We look forward to working with Paul and the entire RPOA team for many years to come.

Review 73 (2021-08-30 - Rating: 5)
Weve researched quite a few financial planners but love that RPOA concentrates on Retirement Planning. We have so many questions and Jad was great at getting us the information we need to make sound financial decisions for our retirement.

Review 74 (2021-09-01 - Rating: 5)
Planning for retirement always seemed stressful and time-consuming. A friend referred me to Retirement Planners of America; they walked me through each step, teaching me along the way. For the first time in my life, I feel confident in my future. The staff is extremely professional, knowledgeable and patient. I highly recommend Retirement Planners of America.

Review 75 (2022-10-29 - Rating: 5)
Wonderful time at the RPOA Client appreciation meeting. I have been retired one year. It’s is wonderful to know that I have RPOA looking out for my retirement security!

Review 76 (2024-07-10 - Rating: 5)
We have been clients for 18 years and through the good and bad markets RPOA has guided us through the investment waters.

Review 77 (2022-10-29 - Rating: 5)
Our advisor Natalie has been great to work with over the years. The staff is quick to respond to any questions or requests that I have had.

Review 78 (2021-12-16 - Rating: 5)
John Broderick and Beth Wittman make a great team. I changed over to RPoA in 2020 after some careful consideration and looking back it was the right decision. John and Beth made the transition easy and have continued to provide a high level of value ever since.

Review 79 (2022-01-27 - Rating: 5)
As my wife and I are nearing retirement, our biggest worry was running out of money and not enjoying the retirement of our dreams. Paul Hofland of Retirement Planners of America spent many hours with us discussing our goals, wants and desires in retirement.He then put together a comprehensive plan for us to achieve the retirement lifestyle we want. Paul gave us the peace of mind that we will live a comfortable retirement and that is a huge weight off our shoulders. Thank you Paul!

Review 80 (2022-10-29 - Rating: 5)
We’ve been with RPOA and specifically Ken Moraif for 14 years during the craziness of 2008. Thanks for letting us enjoy our retirement!

Review 81 (2022-10-29 - Rating: 4)
I have always liked the “Buy, Hold, & Sell” method of Money Matters and now RPOA, but it is especially important in today’s unsettled financial world. Keep up the good work with providing financial stability for retirement plans!

Review 82 (2021-05-06 - Rating: 5)
My experience with Retirement Planners of American has been great, They are a professional business that care about their employees and their clients. They have a set of core values on How We Treat Each Other and How We Treat Our Clients that they live by.

Review 83 (2022-10-29 - Rating: 5)
Great venue for those of us that haven’t been to Globe Life Park before. We like hearing from our advisors in the various settings each year.

Review 84 (2023-10-27 - Rating: 5)
The core principles and objectives of RPOA are important to us making our decision to go with them the right direction

Review 85 (2022-01-21 - Rating: 5)
Paul Hofland is my retirement planner. He is very kind and listens to my ideas and plans. He gives great attention to detail, and is smart, and now I have a great plan and peace of mind.

Review 86 (2022-10-29 - Rating: 4)
Venue was awesome. Well organized event. Did not expect much for food so bar was set pretty low. Food still was disappointing. But still overall 4 star because of venue and organization.

Review 87 (2022-10-29 - Rating: 5)
We feel safe and secure with RPOA! Our adviser always answers our questions thoroughly and very promptly!

Review 88 (2022-10-29 - Rating: 5)
I love working with my RPOA planners Natalie, Doug and team. The office staff is friendly and I’m pleased with my results!

Review 89 (2022-03-11 - Rating: 5)
Been with Money Matters now RPOA for 13 years. The peace of mind and professionalism are great. So glad I went to seminar those years ago.

Review 90 (2022-01-29 - Rating: 5)
I have been working with Aljon for approximately two years. He has always been very responsive and readily accessible. I highly recommend RPOA.

Review 91 (2022-08-04 - Rating: 5)
Regards to Doug Dyer, Ken Moraif and associates. We appreciate your sound judgement and rational approach to retirement planning and execution of plans for retirement funding. We depend on you and trust what you are doing. John and Virginia

Review 92 (2021-11-23 - Rating: 5)
I enjoy retirement and not having to think about my money. What I particularly like is the advice and resource references when major life events occur.Life is filled with unexpected events and it is comforting to call for guidance and get a timely and professional response.

Review 93 (2022-10-29 - Rating: 5)
RPOA takes advantage of the upsides of the market while minimizing the risk on the downsides. Their approach is unique and works well.

Review 94 (2022-10-29 - Rating: 5)
Loved the atmosphere.So glad to be a part of Ken’s retirement group. 15 years andCounting.

Review 95 (2022-10-29 - Rating: 4)
Outstanding location and set up on the field! Food was very good! The food service system was lacking and took too long to serve the whole group.

Review 96 (2022-10-29 - Rating: 5)
Rain did not bother me coming in, although I said a prayer for the pick up truck driver & his passengers that did a 360 & flipped over on 35E Southbound. It had just happed & parts of his vehicle were scattered all over the road & the freeway had just closed just south of where Loop 12 split off.Ken!!!! Why did you embarrass yourself as an intro by taking off a skirt to start this event?? If it goes any further I may have to leave.

Review 97 (2021-09-01 - Rating: 5)
A fantastic and very professional organization. They make planning for retirement extremely easy and something I actually look forward to now.Definitely would recommend.

Review 98 (2022-10-29 - Rating: 4)
Great event. We love our advisor, Natalie and trust her with all our financial advice.

Review 99 (2022-01-14 - Rating: 5)
RPOA is great. All staff and advisors are courteous, knowledgeable, helpful, thorough, professional and proficient.

Review 100 (2022-10-29 - Rating: 5)
What a wonderful experience! Enjoying visiting with other RPOA clients.Thanks Ken!

Review 101 (2022-01-12 - Rating: 5)
I had dealings with RPOA after the death of a family member who had acccounts with them. They helped direct me through the process easily.

Review 102 (2022-10-29 - Rating: 5)
Having more fun than humans are allowed!Shawn Stone is the man!Laurie said ditto!Thanks!Tom & Laurie

Review 103 (2022-10-29 - Rating: 5)
Enjoy talking to my financial planner about my account and future needs. The staff is very friendly and always willing to help us.

Review 104 (2022-10-29 - Rating: 5)
Fun and informative Saturday with RPOA at Globe Life Park. Great to see this amazing group !

Review 105 (2021-09-01 - Rating: 5)
I really appreciate the team at RPA. They were all very kind, helpful and knowledgeable. I would highly recommend them to anyone!

Review 106 (2022-10-29 - Rating: 5)
Paul has done a great job helping us invest our money to prepare for retirement.

Review 107 (2023-11-12 - Rating: 5)
Love the staff. Love Ken Moraif. Love the service. Awesome company!

Review 108 (2022-10-29 - Rating: 5)
Great company. Great place. Kens great. Enjoyed working with Jad McGuire.

Review 109 (2022-10-29 - Rating: 5)
Amazing, Doug has helped us achieve or goal. Enough money to retiree on

Review 110 (2022-10-29 - Rating: 5)
Awesome 20+ years of having a positive experience with Ken & his whole group

Review 111 (2022-10-29 - Rating: 5)
Great venue, fellowship… So glad to meet in person again!

Review 112 (2022-10-29 - Rating: 4)
Make us some $$, been a bad year. Great staff, Doug is top notch!

Review 113 (2024-01-05 - Rating: 5)
I love their strategy and have had great outcomes

Review 114 (2021-11-24 - Rating: 5)
All staff is very professional with great long term customer support!!!! I highly recommend this retiremnet planning firm!!!

Review 115 (2022-10-29 - Rating: 5)
Wonderful event! So happy to be a member of RPOA!

Review 116 (2022-10-29 - Rating: 5)
Retirement Planners of America have a great program to help save money and grow a nest egg for financial stability

Review 117 (2022-10-29 - Rating: 5)
An amazing customer centric experience with trusted advisors and friends. I trust my money here.

Review 118 (2021-11-12 - Rating: 5)
Very informative. Gave me great information for me to make a well informed decision about my retirement planning.

Review 119 (2022-10-29 - Rating: 5)
Great people!!! I don’t have to worry! Thank you RPOA.

Review 120 (2022-10-29 - Rating: 4)
Great communication on many topics. Doug does a marvelous job!

Review 121 (2024-07-09 - Rating: 5)
12 yr client and could not be happier.

Review 122 (2022-10-29 - Rating: 5)
They take very good care of us and always keep us informed on a timely matter

Review 123 (2022-10-29 - Rating: 4)
I know things have been difficult in this financial time but I sure would like to see some increase rather than decrease in our money.

Review 124 (2022-10-29 - Rating: 5)
Having a great time! The people and entertainment is great! Thanks Ken!

Review 125 (2022-10-29 - Rating: 5)
Great company, and call you to meet twice a year.

Review 126 (2022-10-29 - Rating: 5)
Been a client over 5 years after following Ken on the radio for years.

Review 127 (2022-10-29 - Rating: 5)
It has been great working with RPOA.

Review 128 (2022-10-29 - Rating: 5)
Excellent people and service. They really take care of your money.

Review 129 (2022-10-29 - Rating: 5)
Such a fun day watching Ken take his tutu off!!

Review 130 (2022-10-29 - Rating: 5)
Great service and guidance! We love our advisor!

Review 131 (2022-10-29 - Rating: 4)
Parking was not good. Love what you do for us as clients!

Review 132 (2022-10-29 - Rating: 5)
Great Company!! Have been with them for 10 years!

Review 133 (2022-10-29 - Rating: 5)
Have been associated 20 years and have nothing but positive feedback. Thank you for asking.

Review 134 (2022-10-29 - Rating: 5)
We are new clients but so far we are happy clients.

Review 135 (2021-11-24 - Rating: 5)
RPOA has taken care of my needs. Professional group.

Review 136 (2022-10-29 - Rating: 5)
Great choice of venue. Never been here before.

Review 137 (2023-11-12 - Rating: 5)
Great staff, management, and owner to work with to protect my investments.

Review 138 (2022-10-29 - Rating: 5)
We like working with our advisor Natalie.

Review 139 (2022-10-29 - Rating: 5)
Great Financial planning advise. Very professional and responsive.

Review 140 (2022-10-29 - Rating: 5)
Great experience with Ken and his team!

Review 141 (2024-08-22 - Rating: 5)
Everyone is very caring and puts integrity and the client first

Review 142 (2021-11-15 - Rating: 5)
A very professional organization. They make retirement planning easy!

Review 143 (2021-09-02 - Rating: 5)
Very professional organisation. They make planning for retirement extremely helpful

Review 144 (2022-10-29 - Rating: 5)
Great service and you provide peace of mind.Thanks

Review 145 (2022-10-29 - Rating: 5)
Doug Bartol has been a tremendous advisor

Review 146 (2022-10-29 - Rating: 5)
Facility was GREAT.Food was greattu tu was clever

Review 147 (2021-11-12 - Rating: 5)
Prompt and responsive. Valuable information provided. Personable staff

Review 148 (2022-10-29 - Rating: 4)
Care for clients and very conservative. Good customer service.

Review 149 (2022-10-29 - Rating: 5)
Financial planners with an actual plan to preserve your investments. A great concept

Review 150 (2022-10-29 - Rating: 5)
Feel safe and secure with RPOA!

Review 151 (2022-10-29 - Rating: 5)
So authentic. Really appreciate everyone being so approachable.

Review 152 (2022-10-29 - Rating: 5)
Love our interaction with RPOA

Review 153 (2021-11-12 - Rating: 5)
Great company, outstanding professional and and vert informative!!

Review 154 (2021-11-12 - Rating: 5)
Very knowledgeable, great company to work with!

Review 155 (2022-10-29 - Rating: 5)
I like the way they protect your money from risky investments.

Review 156 (2022-10-29 - Rating: 5)
Great venue! Play Ball⚾️

Review 157 (2021-11-12 - Rating: 5)
Very knowledgeable to all your investment needs.

Review 158 (2022-10-29 - Rating: 5)
Glad to have found this company!

Review 159 (2022-10-29 - Rating: 5)
Globe Life Park is AMAAAAAZING!

Review 160 (2022-10-29 - Rating: 5)
Enjoyed the open space and able to mingle

Review 161 (2022-10-29 - Rating: 5)
Great support, very personable

Review 162 (2022-10-29 - Rating: 5)
Very pleased, best in the business.

Review 163 (2021-11-12 - Rating: 5)
Great communication. Very informative.

Review 164 (2022-10-29 - Rating: 5)
Great communication from our adviser

Review 165 (2022-10-29 - Rating: 5)
Verry pleased with Retirement Planers of American

Review 166 (2022-10-29 - Rating: 4)
Good reputation over the years

Review 167 (2022-10-29 - Rating: 4)
Fun times and good people

Review 168 (2022-10-29 - Rating: 5)
Great investment company!

Review 169 (2022-10-29 - Rating: 5)
Natilie is great!

Review 170 (2022-10-29 - Rating: 5)
Great customer service!!!

Review 171 (2022-10-29 - Rating: 5)
Great!

Review 172 (2022-10-29 - Rating: 5)
They are Awesome!

Review 173 (2022-10-29 - Rating: 5)
❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️❤️Loving retirement! Thanks, Ken! Thanks Natalie!!!!!