Retirement Plan Fiduciaries, LLC

About

RPF Advisors RPF Advisors RPF Advisors Welcome to RPF Advisors RPF Advisors is an independent investment advisory services firm. We help people meet their financial goals via planning and managing their investments. We have a core belief that financial planning is not rocket science, but it does take some forethought and discipline. We strive to help our clients financially throughout their lives. We are located in Austin, Texas but serve clients across the United States. We are a small family business dedicated to working with our clients through generations. There are so many different advisors out there that can help you with your goals, we are honored that you are considering RPF to be one. RPF serves as a Fiduciary to our clients. Fiduciary duty is a legal obligation of one party to act in the best interest of another and is the strictest duty of care recognized by the U.S. legal system. Our Process Figure out if we are a good fit Before starting the journey of financial planning, we need to make sure we are a good fit for your needs. Financial planning does not fit into one box, and neither do advisors. We like to have a meeting or phone call where we can learn about you and you can learn about us. From there we can both decided if we will be a good fit. Gather information This can be some of the most tedious work during our relationship. We like to know everything about you! The more we know, the more we can help. We like to gather financial statements, insurance docum

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