Welcome to Rp Financial
Comprehensive financial services and personalized strategies designed to secure and grow your wealth. Our experienced team provides expert financial guidance for individuals and businesses in Bloomington and beyond.
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Personalized Financial Planning
We develop customized financial plans and investment strategies designed to help you achieve your goals while managing risk through diverse economic conditions and life stages.
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Local Financial Expertise
From retirement planning to investment management, we provide comprehensive financial services to secure and grow your assets for long-term financial security in the Bloomington community.
Get StartedRp Financial provides comprehensive financial services and personalized guidance to individuals, families, and small businesses in Bloomington, MN seeking to optimize their financial health and achieve long-term security.
- Personalized financial planning and investment management
- Retirement planning and wealth preservation strategies
- Risk management and insurance solutions
Our team of financial professionals combines local expertise with personalized service to help clients navigate their financial journey. We believe in building long-term relationships based on trust, transparency, and achieving your unique financial objectives right here in Bloomington.
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Comprehensive Financial Solutions for Your Future
At Rp Financial, we provide personalized financial guidance designed to help you achieve your goals while managing financial risks and planning for life's important milestones.
Retirement Planning
Customized retirement strategies and savings plans designed to ensure financial security throughout your golden years
Local Expertise
Deep understanding of Bloomington's financial landscape and personalized service for our local community
Financial Protection
Comprehensive insurance and risk management solutions to protect your assets and loved ones
Clients Served
Years Experience
Million Assets Managed
Client Satisfaction
Financial Services
Comprehensive financial planning and investment solutions for individuals and families
Retirement Planning
Strategic retirement planning and savings strategies to help you build the future you envision with confidence and security
Investment Management
Personalized investment portfolios and asset allocation designed to grow your wealth while aligning with your risk tolerance
College Planning
Education savings strategies and college funding solutions to help prepare for your children's academic future
Insurance Solutions
Comprehensive insurance planning including life, health, and disability coverage to protect what matters most
Tax Planning
Strategic tax planning and efficiency strategies to help minimize your tax burden and maximize your savings
Estate Planning
Comprehensive estate planning strategies to protect your legacy and ensure your wishes are carried out
Financial Advisors
Meet our experienced team of financial professionals dedicated to helping you achieve your financial goals
Robert Peterson
Senior Financial AdvisorOver 15 years of experience in financial planning and wealth management, specializing in retirement strategies and investment planning for individuals and families in the Bloomington area
Sarah Johnson
Financial PlannerExpert in comprehensive financial planning with extensive experience in college funding strategies, insurance solutions, and helping families achieve their financial goals
Michael Chen
Investment SpecialistSpecializes in portfolio management, investment analysis, and developing personalized investment strategies aligned with clients' risk tolerance and long-term objectives
Mark Thompson
Retired Teacher
Rp Financial transformed our retirement planning. Their personalized approach to our financial future has given us confidence and security as we entered retirement here in Bloomington.
Lisa Rodriguez
Small Business Owner
The team's expertise in both personal and business financial planning has been invaluable. They've helped me secure my family's future while growing my business in Bloomington.
Nancy Wilson
Local Resident
Their college planning strategies helped us prepare for our children's education without sacrificing our retirement goals. The personalized attention we received was exceptional.
Mike Fitzgerald
Healthcare Professional
Working with Rp Financial has given me peace of mind about my financial future. Their comprehensive approach to investment and insurance planning is exactly what I needed.
David Miller
Recent Client
The financial protection strategies implemented by Rp Financial have safeguarded my family's future. Their local presence and personalized service make all the difference.
Financial Questions
Common questions about our financial services and planning process
What types of financial services do you offer for individuals and families?
We offer comprehensive financial services including retirement planning, investment management, college funding strategies, insurance solutions, tax planning, and estate planning tailored to your unique financial situation and goals.
What is your approach to financial planning and investment management?
Our approach centers on understanding your unique financial goals, risk tolerance, and life circumstances. We create personalized financial plans that incorporate disciplined investing, risk management, and regular reviews to keep you on track toward your objectives.
What makes your financial services different from other firms?
Our difference lies in our personalized approach, local Bloomington presence, and comprehensive service model. We focus on building long-term relationships and providing holistic financial guidance that addresses all aspects of your financial life.
Do you provide ongoing financial guidance and portfolio reviews?
Yes, we provide comprehensive ongoing financial guidance, regular portfolio reviews, and annual financial check-ups. Our ongoing service includes monitoring your progress, adjusting strategies as needed, and keeping you informed about your financial situation.
How do I get started with financial planning services?
Getting started is easy! Simply contact our Bloomington office to schedule a complimentary initial consultation. We'll discuss your financial situation, goals, and how we can help you create a roadmap to achieve financial security and peace of mind.