Letter from the Founder

“Will my money last?” "Faced with the uncertainty in the financial markets, how can I be confident that I will be able to maintain the lifestyle that I desire in retirement?" Those are the questions that we hear most often from those seeking financial planning and asset management assistance.

As Founder, I want to welcome you personally to our website and thank you for visiting with us today. We appreciate the importance of the decisions you are making about your future and are pleased that you are considering RPG as your partner in building a sustainable tomorrow.

As you get to know us, you will find that our passion is serving others. We take great pride in helping our clients retire in comfort with peace of mind and confidence about the financial side of their lives. We accomplish that with careful planning and by rigorously managing the risks to their financial assets.

Twenty years after starting this business, our clients have become our friends and our family. We value their trust in us and we work hard to achieve exceptional performance in good markets with dramatically less risk in bad markets. (Learn more about our Invest Smart methodology and/or join us for our quarterly Investment Committee Market Outlook webcast for more on how we achieve those competing goals.)

Once again, thank you for spending time with us today. We invite you to consider taking the next step by contacting us to set up a convenient time to talk.

Until then,

John Howard, CPA, J.D., CFP®
Founder and CEO