Retirement Planning Specialists

Retirement Planning Specialists We help people get to enjoy life without worrying about money. Let us help you get there. Accumulating Wealth First of course, wealth must be accumulated.

Wealth Management is a Lifelong Process

The term “wealth management” is often misconstrued. Younger people and those without sizeable assets often feel that the concept of managing wealth doesn’t apply to them. In reality, wealth management is a lifelong process that applies to almost anyone with a paycheck and a plan to live comfortably in retirement. With over 50 years of combined experience in

this profession, we’ve come to see wealth management as a process that can be divided into four main categories. The Four Pillars of Wealth depicted in our firm’s logo: accumulating, preserving, enjoying and transferring. These pillars are each essential, although they can vary in importance depending upon your stage in life. No matter what the situation, the management of wealth cannot be complete without considering all four. This is easier said than done. Accumulating wealth means making consistently smart financial decisions. The greatest threats to accumulating wealth are fear and greed. When someone chooses to live above his or her means, as many do, they are sabotaging their long term financial goals. There are also those who manage to save, but often let their fear of investing hinder any chance of earning sufficient returns on their savings. One cannot accumulate wealth if fear and greed are allowed to overshadow proper planning and conservative spending. Preserving Wealth The preservation of wealth becomes more important as an investor accumulates assets and should always be the main consideration in the investment decision making process. The importance of this pillar cannot be overstated. It’s easier to keep what’s been accumulated then to recuperate after unnecessary losses. Working with a reputable and trusted investment advisor is essential. Enjoying Wealth Once wealth is accumulated and protected, it is time to enjoy it. To “flip the switch” and strike a balance between enjoying and protecting wealth can be tricky. It is vital to consistently re-evaluate your plan to ensure that the enjoyment of wealth does not weaken the foundation for a comfortable retirement. Transferring Wealth The Egyptians tried, but we can't take it with us. Planning for the inevitable transfer of wealth is often overlooked and the improper titling of assets can result in the loss of large amounts of one's wealth to taxes as it is passed on. Consulting with a qualified wealth manager can minimize the estate tax burden for loved ones, and ensure that the wealth accumulated over the years transfers to your heirs as intended.

We are happy to have Dylan as part of our team this summer!
06/03/2026

We are happy to have Dylan as part of our team this summer!

As we approach the holiday weekend, our team at Retirement Planning Specialists wanted to take a moment to step away fro...
05/22/2026

As we approach the holiday weekend, our team at Retirement Planning Specialists wanted to take a moment to step away from our daily financial routines to reflect on the true significance of Memorial Day.

While this weekend often marks the unofficial start of summer, backyard barbecues, and extra time spent with loved ones, its core purpose is much more profound. It is a sacred day dedicated to honoring the brave men and women who made the ultimate sacrifice while serving in our nation's armed forces.
The security, freedom, and prosperity we enjoy every day—and the ability to plan safely for our futures—are gifts built upon the selflessness of those who never came home.

As we spend time with our families over the next few days, let us carry a spirit of deep gratitude. We remember the heroes we lost, and we hold their families in our thoughts.

However you choose to spend the holiday, we wish you a safe, peaceful, and meaningful Memorial Day weekend.

$26,000 raised in the 6th Annual RPS Charity Golf Outing! Thank you to ALL of our sponsors!
05/20/2026

$26,000 raised in the 6th Annual RPS Charity Golf Outing! Thank you to ALL of our sponsors!

Retirement Planning Specialists will be closed on Friday, April 3rd, so that the staff can spend time with their familie...
04/01/2026

Retirement Planning Specialists will be closed on Friday, April 3rd, so that the staff can spend time with their families. We will reopen on Monday, April 6th at 9:00 a.m.

02/22/2026

The RPS Office will be closed for any in person meetings on 2/23/26, due to the weather advisory.

We will still be available by phone and email!

If you need us, please call, 215-657-8600.

Stay Safe!

01/24/2026
Thank you to our loved ones that helped load the truck for Make Every Kid Happy!
12/11/2025

Thank you to our loved ones that helped load the truck for Make Every Kid Happy!

We are overwhelmed with gratitude for all the generous donations of toys we received for Make Every Kid Happy! It warms ...
12/11/2025

We are overwhelmed with gratitude for all the generous donations of toys we received for Make Every Kid Happy!

It warms our hearts to know that we helped bring smiles and happiness to children this holiday season. We couldn't have done it without our amazing clients and our partner, LaSalle St Securities!

Calvin, the founder of Make Every Kid Happy, stopped by the office and picked up all the toys!

We look forward to working with Make Every Kid Happy next year. Calvin is a very special boy with such a kind heart!

We are overwhelmed by the generous donations we received from our partner, LaSalle St Securities to the Make Every Kid H...
11/25/2025

We are overwhelmed by the generous donations we received from our partner, LaSalle St Securities to the Make Every Kid Happy Toy Drive!

HOW CAN YOU HELP?

RPS will be collecting unwrapped toys through 12/12/25.

Please drop off toys Monday-Thursday from 10:00 am to 4:00 pm.

To learn more about Make Every Kid Happy and its founder Calvin, please visit the link below to see an interview of him on ABC news:
https://6abc.com/make-every-kid-happy-toy-drive.../14103369/

Address

1000 Easton Road
Willow Grove, PA
19090

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12156578600

Website

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