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Retirement & 401(k) Plan Advisors, LLC
Scott Leverenz, CRPC
952-544-3614
scott@rpadvise.com
Welcome!
Retirement & 401(k) Plan Advisors, LLC is committed to helping you pursue your long-term financial goals by getting to know you, understanding your goals, and applying sophisticated money management strategies tailored to your individual or business needs.
Independence - Objectivity - Integrity

Retirement & 401(k) Plan Advisors, LLC is an independent financial consulting firm with decades of experience.  As an independent financial consulting firm we're able to deliver unbiased recommendations and impartial guidance based directly on your needs and goals. 

We are not employees of an investment company or financial services firm - we are an independent business.  We have the freedom to structure our business in a manner that best services our clients. 

Working with an independent broker-dealer, our independence allows us to offer non-proprietary products, such as mutual funds or life insurance, from a wide variety of companies. 

We specialize in fee-based money management, 401(k) portfolios, retirement planning and more, while offering unbiased and objective advice to help you achieve your short and long term goals.

Retirement Planning
The goal of investing is to ensure financial security later in life.  Gain confidence in your investments through a comprehensive framework based on your needs and resources, designed to shepherd you beyond the accumulation phase and into retirement.
Commitment to Communications
In a world that moves at an unsettling pace, communication is important to successful, long term relationships.  As a client, you want information and guidance as you seek to make quality decisions for your financial future.  We believe in a simple philosophy - provide our clients with the most accurate market and account information available, and deliver that information in a way that is easy to understand.
Wealth Advisory Services

We help to create, manage and maintain your wealth.  We take pride in working one-on-one with clients by listening, educating and making appropriate recommendations.  We help individuals and small businesses identify and work toward their financial objectives through personalized wealth accumulation and preservation strategies.  We accomplish this by focusing on the following services:

  • Wealth & Investment Management
  • Retirement Planning
  • Investment Allocation
  • Estate Planning
  • Asset Protection Strategies
  • Tax Planning Strategies
  • Insurance Planning
  • Fringe Benefit Program
7500 Flying Cloud Drive - Suite 760
EDEN PRAIRIE, MN 55344

 

FINANCIAL EDUCATION
The Society for Financial Awareness (SOFA)

Scott Leverenz is a member of The Society for Financial Awareness (SOFA), a 501(c)(3) not-for-profit educational speakers' bureau.  SOFA's members are comprised of professionals in finance, tax, real estate, mortgage and estate planning that share a common desire to advance the level of financial literacy for the public at large.

Through workshops and seminars, SOFA teaches people the critical information needed to make good financial decisions so they can prepare for and enjoy a successful financial future.
Newsletters
  • Quiz: Financial Facts That Might Surprise You
    If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps some of the answers to these questions will surprise you.
  • Going Public: An IPO's Market Debut May Not Live Up to the Hype
    An initial public offering (IPO) is the first public sale of stock by a private company. Companies tend to schedule IPOs when investors
  • Protect Your Heirs by Naming a Trust as IRA Beneficiary
    Often, tax-qualified retirement accounts such as IRAs make up a significant part of one's estate. Naming beneficiaries of an IRA can be an
  • I received a large refund on my tax return this year. Should I adjust my withholding?
    You must have been pleasantly surprised to find out you'd be getting a refund from the IRS — especially if it was a large sum. And while you may
  • What is the difference between a tax deduction and a tax credit?
    Tax deductions and credits are terms often used together when talking about taxes. While you probably know that they can lower your tax liability,
    
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Important Disclosures:  Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.  Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. The Society for Financial Awareness (SOFA), Cambridge and Retirement & 401(k) Plan Advisors, LLC, are not affiliated.  MN License 51267  

This communication is intended solely for individuals residing in the state(s) of AZ, CA, FL, IA, IL, MN, MT, TN, VA, WA & WI. No offers may be made or accepted from any resident outside the specific states referenced

 

 

 


Check the background of this financial professional on FINRA's BrokerCheck.