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Is your retirement safe from rising tax rates, volatile markets, and exorbitant healthcare costs?

There’s a storm brewing that can put your retirement security in jeopardy: taxes will be increasing. Now, more than ever, achieving a tax free or tax-efficient retirement plan is the only way to avoid outliving your retirement. It’s why we’re committed to helping our clients build retirement plans that take into account the impact of taxes on their retirement distributions, with a goal of getting to 0% tax liability.


Who We Are

At RSP Financial, we believe in our clients’ potential to truly live the life they want in retirement. The lasting relationships that we’ve built with every individual and family we are fortunate to serve is the foundation on which we are able to help them achieve their goals. We strive to guide each client toward a tax-free or tax-efficient retirement. We work towards providing you your dream retirement by minimizing the impact of rising taxes on your income so you can keep more of what is yours.


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Paul Obendorf

President and Founder

704-449-6472

paul@rspfinancial.com

The owner of RSP Financial, Paul has over 15 years experience in the financial services industry, with a broad background in mortgage lending, consumer credit, insurance, and investing.

Rebecca Cross

Senior Safe Money Advisor - West Coast Office

805-431-3041

Rebecca@rspfinancial.com

In a world of uncertainty, it can be complex and difficult to identify the best financial strategies for your life. I really take pride in helping families identify inefficient money strategies and providing solutions that actually...

Paul Obendorf

President and Founder

704-449-6472

paul@rspfinancial.com

The owner of RSP Financial, Paul has over 15 years experience in the financial services industry, with a broad background in mortgage lending, consumer credit, insurance, and investing.

Rebecca Cross

Senior Safe Money Advisor - West Coast Office

805-431-3041

Rebecca@rspfinancial.com

In a world of uncertainty, it can be complex and difficult to identify the best financial strategies for your life. I really take pride in helping families identify inefficient money strategies and providing solutions that actually...

Client Centered

“As a member of The Elite POZ Advisor Group, Paul is one of the top tax-free retirement experts in the nation. He has developed a mastery of all the tax-free planning strategies you’ll need to shield your hard-earned retirement savings from the impact of higher taxes.”

– David McKnight, Author, The Power of Zero

CATCH UP ON THE LATEST PODCASTS AND ARTICLES

The Power of Zero Podcast

The Power of Zero Podcast

Listen to The Power of Zero where ever you get your or listen to your favorite podcasts.

Learn more
The Power of Zero YouTube Playlist

The Power of Zero YouTube Playlist

Catch up or binge watch The Power of Zero, a playlist created to help Americans protect their retirement savings from the impact of higher taxes.

Learn more
The Power of Zero YouTube Channel

The Power of Zero YouTube Channel

The Power of Zero is a channel created to help Americans protect their retirement savings from the impact of higher taxes.

Learn more

What is standing in your way?

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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