Welcome to RPF Advisors
RPF Advisors is an independent investment advisory services firm. We help people meet their financial goals via planning and managing their investments. We have a core belief that financial planning is not rocket science, but it does take some forethought and discipline. We strive to help our clients financially throughout their lives.
We are located in Austin, Texas but serve clients across the United States. We are a small family business dedicated to working with our clients through generations. There are so many different advisors out there that can help you with your goals, we are honored that you are considering RPF to be one.
RPF serves as a Fiduciary to our clients. Fiduciary duty is a legal obligation of one party to act in the best interest of another and is the strictest duty of care recognized by the U.S. legal system.
Our Process
Figure out if we are a good fit
Before starting the journey of financial planning, we need to make sure we are a good fit for your needs. Financial planning does not fit into one box, and neither do advisors. We like to have a meeting or phone call where we can learn about you and you can learn about us. From there we can both decided if we will be a good fit.
Gather information
This can be some of the most tedious work during our relationship. We like to know everything about you! The more we know, the more we can help. We like to gather financial statements, insurance documents, tax returns, estate documents, etc. This does not always happen all at once and usually happens in different stages, but eventually we will be able to review everything with you.
Decision Making
After we have a good picture of your financial life and goals we can sit down and help you make some decisions and possible changes. We will educate you on all of your financial holdings and determine if you are in a good position to reach you goals or help you decide if there are some changes that need to be made.
Implementation
Most likely there are changes we will recommend to help you reach your goals. We will help you implement these changes to put you on the right path.
Accountability and reviews
Things change every day, your financial goals now may be different in a month, a year, or 10 years. We will review all these goals with you to help keep you on the right path. We will help you make to do lists and keep you accountable to get things done in order to reach your goals.