Philadelphia's trusted fiduciary retirement advisor. We help Philly-area families turn decades of hard work into lifetime income they cannot outlive.
Philadelphia families work hard, save smart, and deserve a retirement advisor who understands the local economy, PA tax law, and the real cost of living in the neighborhoods you call home.
Pennsylvania's retirement income tax advantages are among the most favorable in the nation. From the absence of state income tax on IRA distributions to favorable treatment of Social Security, we build strategies that fully leverage what this Commonwealth offers.
Comprehensive retirement services for Philadelphia-area families approaching or living in retirement.
How do you pay yourself reliably for 30+ years without running out? We engineer income strategies that coordinate Social Security, investments, annuities, and RMDs into a sustainable lifetime paycheck.
As Ed Slott Master Elite IRA Advisors, we specialize in nuanced planning that maximizes Roth conversions, minimizes lifetime tax exposure, and protects what you pass to the next generation.
The order in which you draw down your accounts can dramatically affect how long your money lasts. We design withdrawal sequences that keep more in your pocket and fully leverage PA's retirement tax advantages.
Claiming at the wrong time can cost you tens of thousands over your lifetime. We run detailed analyses to identify your optimal claiming strategy as an individual or couple.
A fiduciary retirement advisor is legally bound to act in your best interest at all times. That is not an industry standard. It is the exception. We believe it should be the baseline.
We are fee-only. We never earn a commission from any product recommendation. Our compensation comes directly and transparently from you.
We don't represent insurance companies or product sponsors. The only relationship that matters is the one we have with you.
We operate under the fiduciary standard as a registered investment advisor. Verify our record on FINRA BrokerCheck at any time.
We are retirement specialists, not generalists. Every tool, credential, and process in our practice is built specifically for people in or approaching retirement.
A thorough look at your full financial picture: income sources, expenses, assets, goals, and retirement timeline.
We build a personalized retirement income plan covering withdrawals, tax sequencing, Social Security, and IRA strategy.
We put the plan into motion: portfolio construction, account optimization, and coordinated execution across all your accounts.
Retirement is decades-long. We monitor, adjust, and advise as tax laws evolve, markets shift, and your life changes.
When Philadelphia families search for "retirement planning near me," they want someone who understands their community, cost of living, and the specific financial landscape of the Delaware Valley.
From comprehensive retirement planning in Philadelphia to serving clients across the Pennsylvania suburbs, we bring local knowledge together with fiduciary expertise. Our advisors have helped professionals from Northeast Philly to the Main Line, and everywhere in between, build retirement income strategies that work.
Real reviews from real clients. Read more on Google.
"Moving our financials to this team was the best decision we ever made. They are beyond helpful and so knowledgeable at what they do. Explains everything clearly and makes the process so easy. The whole team is absolutely amazing!"
"My husband and I have worked with Lisa and Daniel for many years. They are a pleasure to work with. Our meetings are fun, educational, and usually end with a financial plan that grows our nest egg while allowing us the best retirement ever."
"I rarely give the maximum rating in reviews or surveys, but if it were possible to give RPG an even higher rating, I would. The quality of their work and attention to each client is truly exceptional."
You've worked hard for decades. Retirement should be the chapter you've been building toward, not worrying about. As your local fiduciary retirement advisor, we make sure the numbers work and the plan holds up for life.
Part of Retirement Prosperity Group, a nationally recognized BBB A+ rated fiduciary advisory firm.
No cost, no obligation. Just an honest conversation about your retirement goals.
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