What To Expect When Working with RPA Wealth Management (E...

What this episode covers

No one’s financial plan should be identical to another’s because everyone’s financial journey is going to be different. What are your unique financial goals? In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk discuss how they personalize their financial services to each of their clients to fulfill their unique financial goals and needs. Matthew, Brent, and Joshua discuss: An overview of services their company has to offer you The importance of laying out your goals before creating a financial plan Why their clients don’t need to be located in the same area as RPA Wealth Management to use their services What you need to bring to your first financial planning session And more Connect With RPA Wealth Management: [email protected] (909) 296-7977 RPA Wealth Management LinkedIn: Matthew Theal LinkedIn: Brent Pasqua LinkedIn: Joshua Winterswyk LinkedIn: RPA Wealth Management

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Frequently Asked Questions

How long is this episode of Retirement Plan Playbook?

This episode is 25 minutes long.

When was this Retirement Plan Playbook episode published?

This episode was published on May 19, 2022.

What is this episode about?

No one’s financial plan should be identical to another’s because everyone’s financial journey is going to be different. What are your unique financial goals? In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk discuss how they...

Can I download this Retirement Plan Playbook episode?

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