Retirement Planners of America

Retirement Planners of America, also known as RPOA, is a Dallas-based wealth management and investment firm that works mainly with pre-retirees and retirees. Its advisors offer financial planning, investment management, Social Security planning and income tax planning, with a focus on protecting principal alongside growth.

The firm is a registered investment adviser with offices in Texas, Arizona, California and Oklahoma, and its Plano address is listed as its primary business location. Clients usually start with a conversation with one of the advisors before a retirement plan is built around their savings and goals.