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RRA Agency, LLC was founded in 2019 with one main goal in mind: help people get safely through retirement. With financial risks on the rise and causing retirees to run out money in retirement, we designed the risk-based approach to retirement planning. We work together with you to implement retirement strategies that will improve the risk-resilience of your retirement and will reduce your risk-exposure
Dave is an educator, Retirement Risk Advisor, author, and podcaster. With almost three decades as a CPA, he has educated over a third of America’s CPAs and has helped hundreds put together a safer, more secure retirement. In his spare time Dave spends with his wife and children.
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Client Services
Account Specialist
Junior Advisor
Junior Advisor
“Working with Dave and the team has been a pleasure. I have a plan for retirement now that helps cover long-term care costs and increases my cash flow. Can’t recommend their services enough!”
“Our advisor, Dave, and the team were fantastic to work with during these last few months. They listened to our needs and wants for our retirement and helped us put together a retirement plan that will last if we lived beyond 100. We even have a legacy to leave behind to our kids and grandbabies now.”
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