10300 Alliance Road,
At Retirement Corporation of America, our understanding of personal finance coupled with our training as financial professionals, allows us to help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
RCA’s team approach is designed to aid your assigned advisor with the various duties and components of your Family Master Plan ®. The following three teams are incorporated into your ongoing experience with RCA:
Advisory Team – responsible for frequent and no less than annual comprehensive meetings with our clients. They monitor and update plans, assist with ongoing lifestyle and career changes, and adjust their investment portfolios to align with everchanging needs and goals.
Money Management Team – responsible for daily monitoring and reviewing of accounts using a disciplined process aimed at minimizing risk and maximizing potential return within the framework of our client’s stated risk parameters.
Corporate Governance Team – monitors all of RCA’s business activities to enforce our service philosophy of Commitments Made, Commitments Kept.
Since it is impractical for one person to be expert in all three areas, our team approach gives your advisor the capacity to properly manage every aspect of your customized Family Master Plan®. No matter what their function, every staff member of RCA sees themselves as a partner responsible for providing a delightful experience to our clients on a daily basis.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods
Chief Investment Officer
Brian Merrick, CFP®, APMA®, CRPC®
Advisory Services General Manager
Senior Trading Manager
Associate Portfolio Manager
Operations and Client Care Manager
Client Care Specialist
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.