About
At our core, we are dedicated to empowering individuals on their financial journey. Our mission is to guide you towards astute financial choices, unlocking pathways to your aspirations. Whether it's maximizing returns on your investments, strategically navigating taxes, or securing a prosperous retirement, we are here to walk alongside you.
Backed by a cumulative experience of 45 years, our team is well-versed in refining the art of client satisfaction. Located in vibrant heart of south Florida, we blend expertise with a commitment to enhancing your financial voyage. Our services embody a fusion of modern sophistication and timeless wisdom.
What truly sets us apart is our hands-on approach. Recognizing the demand for improved communication, we have made it our hallmark. The foundation of our practice rests on fostering trust and fostering meaningful dialogues. We take immense pleasure in nurturing relationships that flourish through mutual understanding.
If you're seeking a partner who not only comprehends your financial aspirations but also values the importance of staying connected, we invite you to explore further. Join us at www.rpcadvisorygroup.com, and embark on a journey towards enlightened financial horizons.
Specialties
Comfort with finances
Career stage
Annual income
Service type
Photos and videos
Reviews
Matt M.
Meghan A.
Michael S.
Edgar H.
Frequently asked questions
What is your typical process for working with a new customer?
I offer a variety of custom services to get you where you need to go. When you connect with us, we listen to your goals and help you find the strategies that fit your needs now and with an eye to the future. We value transparency and keep you updated so you can make critical decisions fully informed
What education and/or training do you have that relates to your work?
With over a decade of experience in portfolio management and tax strategies and helping over one hundred and thirty families manage their wealth, my credentials include a Bachelor of Arts degree in Finance from Florida International University as well as the prestigious financial services certified professional designation, a designation provided by the American College after rigorous training and examination.
Do you have a standard pricing system for your services? If so, please share the details here.
There our two options for pricing, the first option is to pay a flat rate for a designed financial plan. This includes a comprehensive look into your goals and finances and scheduled follow ups for implementation. The 2nd is to work on a fee basis. This will provide you with similar services but generally require minimum assets under management. The complexity of house holds plans vary but this will be one of the topics that we discuss in greater details during our meeting.
How did you get started in this business?
Some of the core values that influenced me to become a financial expert was a passion to help others and the joy that I received from watching people achieve peace of mind. This subsequently made me aware of the lack of financial education that people have access to. Having been raised by entrepreneurial parents, I decided to make a change to this and established a financial practice over a decade ago. Today, I take pride in helping manage the wealth of over a hundred and thirty families, providing them with the guidance that they need so that they can live out their dreams.
What types of customers have you worked with?
We've specialize in working with individuals that are approaching retirement and are looking for retirement income strategies. We've worked with a wide array of professionals from different backgrounds and understand the needs of those folks that are thinking about retirement.
Describe a recent event you are fond of.
The most recent event that we enjoyed was hosting a financial wellness event for executives of one of our client business owners.
What advice would you give a customer looking to hire a pro in your area of expertise?
1) The first question that you want to have ready is how much experience do you have as a financial advisor and are there any financial related topics that you or your company specialize in or have a particular set of knowledge about?
2)Are you an independent advisor or does your company create or have quotas for products that you’ll be recommending to me?
3)Are you a fiduciary and how will you be compensated for helping me?
What questions should customers think through before talking to pros about their needs?
1) What are some of the financial goals that we have?
2) Are there people that we are taking care or will need to care for later down the road?
3)What resources do i have available for retirement income
4) Have we set up a trust and will?