Terms of Use

These Terms of Use govern your access to and use of this website, operated by Retirement Planning Associates, Inc.

Use of This Website

The content on this website is for general informational purposes only and does not constitute financial, legal, or tax advice.

Communications

By providing your contact information, you consent to being contacted by Retirement Planning Associates, Inc. by phone, email, or SMS/text message regarding your inquiries and services.

SMS / Text Messaging

We may send SMS/text messages related to appointments, service notifications, and client communications. Message frequency may vary. Message and data rates may apply. You may opt out by replying STOP. For more details, see our SMS & Text Messaging Disclosure.

Regulatory Relationship

Retirement Planning Associates, Inc. is an independent firm affiliated with Cetera Wealth Services, LLC. Cetera provides certain supervisory and regulatory services. Additional disclosures are available at: https://cetera.com/txtmsg

Phone

Office: (888) 987-8702
Fax: 
(888) 507-1238

California Office

2945 Townsgate Road, Suite 200
Westlake Village, CA 91362

Utah Office

1548 W. Preserve Ct.
Bluffdale, UT 84065