Retirement Planning Specialists, INC.

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Home | Retirement Planning Specialists, Inc. Skip to main content menu Home ABOUT Our Philosophy Our Process Who We Serve Form CRS-Customer Relationship Summary ADV Part 2 Retirement Planning Specialists Inc. Team Meet Our Team Meet Our Families Our Services Retirement Planning Financial Planning Estate Planning Investment Planning Insurance Planning Resources Blog Financial Calculators Useful Links Client Login Contact Personalized Client Experience Taking care of what's important so you can focus on what matters most to you. Learn More 01. About Us We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor. 02. Our Philosophy As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. 03. Our Process A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. Our Team Chad M. Smith CFP® Managing Partner chad@rpsemail.com Chris Patterson Managing Partner chris@rpsemail.com Heather Thurgood Financial Advisor heather@rpsemail.com Dana McLean Office Manager dana@rpsemail.com We manage assets for individuals and families, providing investment management, and financial planning services. Contact Us Our Services Insurance

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