RP
Retirement Planners of America
La planification de la retraite fiable à Fort Worth, avec des conseils clairs et un accompagnement continu.
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Business
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La planification de la retraite fiable à Fort Worth, avec des conseils clairs et un accompagnement continu.
Retirement Planners of America propose des services de planification de la retraite et de conseils en investissement à Fort Worth. Les clients louent le conseiller Robert Tunnell pour sa patience, ses explications claires et sa grande connaissance. Ils apprécient sa communication continue, notamment des bulletins hebdomadaires et des revues semestrielles, et font confiance à son expertise pour guider les portefeuilles de retraite, y compris l’histoire de l’entreprise lorsqu’elle s’appelait Money Matters.
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Des stratégies d'investissement personnalisées adaptées à vos objectifs de retraite, avec des revues et ajustements réguliers.
Conseil d'expert pour la gestion et le transfert des comptes de retraite hérités afin d'optimiser les avantages fiscaux.
Explications claires et pédagogiques des tendances du marché et des scénarios financiers complexes pour vous aider à prendre des décisions éclairées.
Communication régulière pour tenir les clients informés des mouvements du marché et des performances du portefeuille.
Approche holistique couvrant les investissements, la gestion des risques et la sécurité financière à long terme pour une retraite sans souci.
Note globale
Doug Miller
I have been RPOA since they were MoneyMatters. I have been very happy with what they have done for me with my investments. I only wish that I had come to them sooner. They have put in a position where I can enjoy my retirement without worrying about money all the time. Their buy, hold, and sell philosophy takes the scary out of the stock and bond markets. The staff at RPOA are superb and always make you feel welcome. I highly recommend them to anyone that is looking to invest and protect their retirement.
marcia culver
Robert Tunnell has been my Retirement Planner since I moved my portfolio to RPOA (formerly known as Money Matters) 8 years ago. He is a very congenial person, and truly cares about his clients. He has done a great job meeting with me on a regular basis to keep me informed about the status of my accounts, explain what the market has been doing, and conveying what he foresees and recommends for the future. On a couple occasions, I have asked him to explain a few rather complex scenarios to me, and the quality of his explanations were what you would expect from a college professor. Robert has the ability to take a complicated question, and answer it in such a manner that it is easy to understand. He is extremely knowledgeable, and I trust his expertise when making decisions on the balance of my portfolio. In summary, I couldn't be more pleased.
Keve Ribardo
I have had Robert Tunnell as a retirement advisor with Retirement Planners of America for over 2 years now and have been very impressed by his knowledge and thoroughness. Robert is very patient and explained everything I have asked in a way that made it easy to understand. He is a great listener. I highly value his advice and professionalism. Robert is a pleasure to deal with. Thanks for all your help.
James Hall
I moved my retirement portfolio to RPOA a number of years ago and have never looked back. They truly care about their clients and continually keep us informed with weekly newsletters and twice yearly reviews. My advisor, Robert Tunnell, has been excellent and has been a great help to me. He is very easy to work with and Just recently assisted me in moving an inherited IRA.
Nb Kort
I have been a client of RPOA for several years. My advisor is Robert Tunnell. He has been the BEST! From the beginning he took the time to help me understand how not only my personal investments work but also how the whole of his business works. I see the excitement in him as he shows me the ways he researches market movement. I think he's brilliant - he is educated and has a wealth of experience having done this for many years. The best thing is that I trust him. I do recommend him to others.
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