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Retirement Capital Planners, LLC

EST. AUM
$80,649,259

CONTACTS

CLIENT ACCOUNTS
341

Firm Details

Metro area Richmond
CRD Number 298369
Website rcplanners.com
Client types

Overview

Retirement Capital Planners, LLC, doing business as RCPlanners, is an independent registered investment adviser headquartered in Glen Allen, Virginia, with additional offices in Michigan, Pennsylvania, and Texas. The firm specializes in retirement income planning, comprehensive financial planning, and portfolio management for individuals and families. Its Carefree Retirement Income Model™ combines dependable income sources with time-segmented investment buckets while addressing market, tax, healthcare, inflation, longevity, and estate-planning risks. The firm reports approximately $80.65 million in regulatory assets under management and 148 clients.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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