Schedule an Insight Call
Please answer a few questions below to schedule an Insight Call with RPS!
How did you hear about us?
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Friend
Accountant
Attorney
YouTube
Second Half Stewardship
Kingdom Advisors
Other
Are you currently working with a financial advisor or planner?
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Yes
No
Are you looking for an advisor to manage your investments in addition to helping with retirement and tax planning?
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Yes, I want to delegate.
Maybe, if they are a good fit.
No, I want to manage my assets.
EXCLUDING real estate, when you add up your investment and retirement accounts, you have approximately:
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$0 - $500k
$500k - $1M
$1M - $3M
$3M - $5M
$5M+
NOTE: Retirement Planning Services is a full-service firm. We typically DO NOT offer an hourly fee schedule or a one-time project fee option.
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Yes, this sounds like a fit.
No, I only want current advice and am not interested in an ongoing relationship.
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