Investment Management

Investment Management

“It wasn’t just portfolio values that eroded in the last market downturn. The trust investors had placed in the market and with the firms there eroded as well.” – Portfolio Medics, LLC.

Understanding money management is critical in the financial planning process. It is common for clients to have little knowledge of investments and why their money is where it is.


At RPA Financial, we approach investment management through the “3-W’s.”


If you are going to invest your money, you need to know what you own. There is no other financial transaction we would participate in without first knowing what we are about to purchase, yet this is an all too often occurrence in the investment world.


If you have money invested, you need to understand its role in your overall financial plan. You don’t have to be a stock market expert, but basic knowledge is essential.


Investments serve many purposes, but they primarily exist to help you achieve a goal. For many, that goal is retirement. However, what if you owned the wrong investments to achieve your goal and didn’t even know it? Our process at RPA Financial ensures you understand the assets in your plan and aim to achieve your financial goals.

Contact Bobby today to begin building a financial portfolio working for you.

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© 2023 RPA Financial Group, LCC
This is McGinnis Made.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Client testimonials are unpaid endorsements.

RPA Financial Group, LCC is a licensed insurance agency. Advisory Services offered through Portfolio Medics. Bobby Aborn provides insurance services to clients through RPA Financial Group, LLC, which is separate from his role as an investment advisor representative of Portfolio Medics, LLC. RPA Financial Group, LLC and Portfolio Medics are not affiliated. The information contained on this site is intended for educational purposes only. It does not constitute financial/investment advice, nor is it a substitute for financial/investment advice. Nothing in this message should be construed as investment advice.