Retirement Plan Management is an independently owned and operated financial services firm based in Keller, Texas, with professionals helping individuals and their families, businesses, their employees and their owners, retirees and those embarking on retirement and trusts.
RPM was established to assist clients who are concerned about planning for their financial futures, maintaining an independent retirement lifestyle, and providing for the orderly disposition of their estate. We work closely with each and every one of our clients, offering personalized financial planning strategies and investment management to help address those concerns.
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 the client first. Our staff consists of experienced professionals that promote a “hands on” approach to service. While we’re 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.