Broker Check

Our Independence Is Your Greatest Asset

<p>Test Your Estate Strategy Knowledge</p>

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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<p>Building Your Legacy</p>

Building Your Legacy

A four-step framework for building a personal legacy.
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<p>Revising Estate Strategy Assumptions</p>

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
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<p>The Other Sure Thing</p>

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
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Our Independence is Your Greatest Asset

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

Insurance Coordinator

518-580-1919

518-580-1194

Jimc@rpgretire.com

Jim is the Insurance Coordinator for The Retirement Planning Group. He brings over 32 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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James Cox

Wealth Advisor

518-580-1919

jcox@rpgretire.com

James Cox is a Wealth Advisor with significant experience honed during his five years in the financial services industry. Most recently, James has successfully provided wealth management counseling with a focus on retirement planning,...

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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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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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Nicolas Dumas, PPC®

Financial Paraplanner

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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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.

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