Building Trust Across the Generations
A Family Team, For Your Family
A Multi-Generational Team, Serving Multi-Generational Families
At Retirement Corporation of America, we've been helping select families Retire in Comfort® since 1988. As a multi-generational team serving multi-generational families, our passion and depth of retirement planning knowledge is expansive.
We understand how hard you've worked for your money and the complexities that come with moving from accumulating wealth to retirement. With decades of experience and deep client relationships, we build your personalized strategy with the goal of providing clarity today and a comfortable retirement tomorrow.
— The RCA Team, Cincinnati, Ohio
Our Approach
The Family Master Plan®
Do you have a 100-year plan? At RCA, we recognize the importance of educating and serving future generations. Our proprietary Family Master Plan® is tailored to the specific needs, goals, and values of each client and with periodic reviews as circumstances and objectives evolve. It includes five key components:
Financial, Investment & Portfolio Management Planning
Budget & Paycheck Planning
Tax Planning Strategies
Legal & Estate Planning
Insurance Planning
We don't just talk about multi-generational planning, we live it, as a three-generation family proudly serving the financial needs of your family.
Christopher Kiley — RCA Chief Executive Officer
Our Commitment to You
A leader in retirement planning and wealth management, we've served up to four generations of families, anchored by the following core values that have remained constant.
How We Invest
Our investment approach is multi-dimensional — customized to your needs, distribution-focused, and tax-managed.
Who We Serve
We've been helping select families Retire in Comfort® since 1988. With decades of experience and deep client relationships, we build a personalized strategy designed to provide clarity today and a comfortable retirement tomorrow.
LEARN MORE FOR PRIVATE WEALTHWe've been helping select Procter & Gamble families Retire in Comfort® since 1988. As a multi-generational team serving multi-generational families, we coordinate with your other outside professionals to build a Family Master Plan® customized just for you.
LEARN MORE FOR P&G FAMILIESA Full Range of Wealth Management Services
Cash flow, retirement, and long-term care planning; insurance and protection review; income strategies, Roth conversions, and tax-loss harvesting; beneficiary and estate document review — all coordinated with your outside CPA and attorney.
EXPLORE FAMILY MASTER PLAN3(38) fiduciary services, plan benchmarking, and annual compliance review for plan sponsors — plus CFP® access, managed accounts, and on-demand learning for plan participants.
LEARN ABOUT 401(K) PLANSExplore college funding resources and planning tools to help prepare for future education expenses.
EXPLORE COLLEGE FUNDINGGetting Started
We're ready to help create your personalized Family Master Plan® designed for clarity today, so you have the opportunity to Retire in Comfort® tomorrow.
SCHEDULE A MEETINGFrequently Asked Questions
Common questions about working with a fiduciary financial advisor in Cincinnati, Ohio.
How do I find a good financial advisor in Cincinnati?
Does RCA offer services beyond investment management?
What is the Family Master Plan®?
What makes RCA different from other financial advisors in Cincinnati?
How much does it cost to work with a financial advisor at RCA?
How do I schedule a meeting with a Cincinnati retirement planning advisor?
Have more questions? Visit our full FAQ page.