Welcome

CFP Keller TexasIf you’ve come looking for help in planning for your financial future, you have come to the right place. Retirement Plan Management’s purpose is to assist our clients in achieving their financial objectives. We hope you will take some time and explore our site to gain a better understanding of our firm and how we may add value to your financial circumstances.

Finding a quality financial services firm that is appropriate for your needs is often an overwhelming task and should not be taken lightly. Our business philosophy is based on the principle of putting our clients first. Our staff consists of experienced professionals that promote a “hands on and personable” approach to service. While we are sure you’ll find our team members extremely knowledgeable, it is our hope you come to discover that helping you achieve your financial goals is our desire.

Financial planning, including money management, is neither a simple nor an easy process. Effective money management involves three important tasks: managing your investments, assessing your exposure to risk, and preserving your wealth. Our goal is to create financial strategies to help address these tasks while providing an extraordinary amount of personal service.

We know you have a choice in the Advisor you chose to work with, and we thank you for placing your trust in RPM.  We appreciate your visit to our site and look forward to working with you, your family and your colleagues.

 

Based in Keller, Texas, Matthew A. Hayes is a CERTIFIED FINANCIAL PLANNERTM professional providing advisory services to individual families, trusts and businesses. Matt is also leading the way with an innovative 401(k) service called (k)viseTM. Created to provide professional 401(k) planning for companies and their participants, (k)viseTM gives personal assistance in building and managing individual portfolios within a company’s retirement plan.  As an independent Financial Planner, he provides clients with honest and unbiased professional guidance.