Estate Planning

Estate Planning is not just for the rich and famous. Every family should have an estate plan in place regardless of their wealth status. How assets pass from one generation to the next is critical in completing a comprehensive financial plan.

Additionally, estate planning is not just for when we pass away. How you protect your assets from potential unforeseen risks is a critical conversation that clients should be having with their advisors. At RPA Financial, we take this phase of the planning process very seriously and incorporate it into every client’s plan.


Insurance is all about being prepared for the unexpected.

The importance of insurance in the financial planning process cannot be overstated. Neglecting this area leaves families vulnerable to unexpected costs associated with accidents, disability, illness, and death.

When used correctly, insurance strategies can help protect your assets from unforeseen events. It is impossible to eliminate all risks, yet implementing various insurance offerings such as guaranteed income annuities, long-term care plans, and life insurance can ensure we will protect your many years of hard work.

RPA Financial