We make building your best life in retirement simple.

We help retirees build lives they love to live because we weren't born to just pay bills and die. Our simple three-step process empowers our members with strategies to live out their dreams.
We’re your family’s office for all things retirement.
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Who are our RMO Members?

  • Arizona, Texas, Nevada residents

  • In or near retirement

  • Have over $500,000 in life savings

  • Are fun-loving, optimistic people

How We Help

Read The Reluctant Advisor

In The Reluctant Advisor, Advisor X explains why he believes attorneys should take a more active role in financial advice when working with clients. If your attorney has created a financial advisory department, this book explains why it deserves some serious consideration.

Purchase a Paper Copy
Download a Free Copy
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What problems do our members

Solve When They Work With Us?

Ever get frustrated trying to do something that should really be SIMPLE? Do all of your calls for help get transferred to some foreign call center? We get it.

At RMO, our Members enjoy having everything coordinated under one professional team:

Our Services
Community
  • Tri-Annual Intentional Living Summits
  • Aging Parents Support Network
  • Online Membership Community
  • Volunteer & Charitable Engagements
  • Handyman & Vendor Network
  • IT Support & Tech Security
Family Dynamics
  • How to talk with family about money
  • Prepare your successor trustees
  • Free emergency consultations in medical or life crisis
  • Private family summits
Estate Planning
  • Wills, trusts, and more
  • Asset protection
  • Estate & inheritance tax strategies
  • Planning for special needs children
Financial Planning
  • Income tax strategies
  • Retirement Income plans
  • Investment & risk management
  • Annuity & life insurance
Tax Planning
  • Federal & State Tax Returns
  • Tax-saving strategies
Health & Medical
  • Long-term care strategies
  • Medicare policies
  • ALTCS & Medicaid nursing home benefits

Attend a Live Event

Ready to join a community like this? Attend one of our informational events to learn about membership in RMO.

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