Through services such as our annual Annual Account Review our Client Services Team constantly provides “looks-into-the-future” to help our clients prepare.
Our Team at Your Fingertips
Our Portfolio Managers interact daily with our relationship managers and our client managers to make sure your account and your expectations match.
Your Relationship Managers:
Mark Rubey
Clay Caldwell
Byron Gates
Robert Gecker
Rutledge Gordon
Ryan Gromatzky
Paul Ochel
Katherine Schraeder
Learn more about our:
- Annual Account Review
The Annual Account Review (“AAR”) is an annual planning tool for each Retirement Advisors of America client. This report provides a “look into the future” for a clients investment portfolio with Retirement Advisors of America, current withdrawal patterns and inflation projections. This allows the client to alter their investment risk parameters and/or their account withdrawals, if necessary.
- Estate Planning Process
We will review your situation and estate planning documents so that we can discuss with you any ideas that we believe would benefit you and your family. If desired, we will then refer you to a qualified estate planning attorney where you, Retirement Advisors of America, and the attorney will work together to make sure your estate planning documents are in order. Clients click here to learn more.
- Experiences and Benefits of Being a
Retirement Advisors of America Client
- Most Frequently Asked Questions
- Our Client Service Team
