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Our Independence Is Your Greatest Asset

Starting a Roth IRA for a Teen

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.
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9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.
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A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
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The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.
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Our Independence is Your Greatest Asset

How We Work

Creating and effective investment strategy is an ongoing process, and our team is with you every step of the way.

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Our Services

From wealth management to estate concerns, we're ready to help.

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Our Values

We take pride in creating practiced, disciplined, and comprehensive investment strategies.

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<br /><br />Retire Your Way



Retire Your Way

No matter how you picture retirement, we'll tailor a strategy suited to your goals.

David M. Kopyc, CRPC®

President

518-580-1919

518-580-1194

dave@rpgretire.com

David M. Kopyc has helped high net worth individuals, successful professionals, business owners, and retirees meet their immediate and long-term financial goals. He focuses on tax reduction strategies, wealth accumulation and...

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James Corcoran

Director of Operations

518-580-1919

518-580-1194

Jimc@rpgretire.com

Jim is the Insurance Coordinator for The Retirement Planning Group. He brings over 35 years’ experience in customer service and client management. Jim is a graduate of West Virginia Wesleyan College with a BS degree in Biology. Jim...

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Nicolas Dumas, CFP®, PPC®

Financial Planner

518-580-1919

518-580-1194

ndumas@rpgretire.com

Nicolas Dumas started his relationship with the Retirement Planning Group in May of 2017, as a summer intern. He continued to work part-time with the company through his graduation from Siena College, and as of July 2018 has been...

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Lisa Marie Stipano

Client Service Assistant

518-580-1919

518-580-1194

service@rpgretire.com

Lisa is our Client Service Assistant with over 15 years experience. She manages our customer service team to ensure clients receive the most premier and efficient service. Lisa provides overall account administration and compliance...

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Kristopher Kopyc

Financial Analyst

(518) 580-1919

(518) 580-1194

kkopyc@rpgretire.com

Kris started with the Retirement Planning Group over the summer of 2021. He is a recent Siena graduate who received his degree in business administration with concentrations in financial planning and sports marketing. After finishing...
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Brenda Salmon

Customer Service Associate

518-580-1919

518-580-1194

bsalmon@rpgretire.com

Brenda is a Customer Service Associate.  Brenda brings 35 years as a Litigation Paralegal and 4 years as a Registered Representative for Securities.  A native of the Saratoga Region, proud mother of 2, enjoys outside...
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Julie Kopyc

Operations Manager

518-580-1919

Julie is the Operations Manager for The Retirement Planning Group. She brings over 18 years experience in accounting and marketing. Julie has held positions with Kraft General Foods and several major accounting firms in the Capital...

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Christopher McCarthy

Financial Advisor

518-580-1919

518-580-1194

Chris graduated from the University of Buffalo in 1984 with a degree in Economics.  In February 1985, he began his career in the financial services industry.  He became licensed with his Series 6, Series 63, as well as his...
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