RP Strategies, also known as Retirement Planning Strategies, is an independent retirement planning firm serving California since 1982. Based in Fresno, with local offices throughout the Central Valley, the firm helps individuals and families prepare for retirement through personalized, one-on-one guidance. Its approach begins with listening to clients’ goals and explaining their options, with the aim of helping them feel informed and confident about the future.

RP Strategies brings a range of retirement services together, including retirement income planning, investment strategies, 401(k) and IRA rollover guidance, Medicare planning, tax strategies, legacy and estate planning, and long-term care planning. Its Medicare specialists help clients compare Medicare Supplement, Medicare Advantage, and prescription drug plans. The firm also offers digital living trusts and strategies for planning around future healthcare and home health funding needs.

The team works with clients to consider how income, healthcare, taxes, investments, and family priorities fit into an overall retirement plan.