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Ben Dethlefs

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Background & Family Life

Ben was born in Seattle, but raised in Grapevine, TX, where his parents still live. He and his wife, Lauren, live in Prosper, TX with their three children, three dogs, and two cats. His oldest, Ethan, loves Legos and the clarinet. His oldest daughter, Kayleigh, is an avid basketball player. His youngest, Allison, loves all things dance and gymnastics. Amidst the bustling activities of their kids’ lives, from guitar lessons to dance practice and more, they find joy in being active members of their church. Ben’s favorite sport is pro football – Go Seahawks! – and he also loves outdoor cooking with his collection of grills and smokers on his back patio.

“Ben Dethlefs is a nurturing and compassionate Retirement Planner who gives so much of himself to clients. RPOA clients are able to connect with Ben’s down-to-earth style, and his ability to make the complex simple is unsurpassed.”

– Ken Moraif

Business Philosophy

When it comes to retirement planning, Ben believes it’s about more than just managing money. To him, it’s about alleviating fears and empowering clients to achieve their dreams. Ben says the moments that resonate with him most profoundly are when clients say they have financial peace of mind while living their retirement dreams. To Ben, building lasting, personal relationships and supporting clients throughout their unique journeys is his biggest source of fulfillment.

Ben’s drive to become a retirement planner stems from seeing various family members struggle financially, and the resulting desire to provide financial security to anyone seeking a happy and worry-free retirement. Having a trusted guide along the retirement journey can make all of the difference between achieving one’s goals or missing them completely.

Ben Dethlefs is dedicated to helping you build a retirement plan designed to reach your retirement goals. He wants you to live the life you’ve always dreamed of. Ben’s goal is for you to have financial peace of mind throughout your retirement journey with him.

Education

Chartered Retirement Planning Counselor™

Bachelor of Business Administration in Entrepreneurship, University of North Texas, 2012

Prior Business Experience

VP, Private Client Advisor, JPMorgan Chase

Senior Financial Consultant, TD Ameritrade

Territory Sales Consultant, AMN Healthcare

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RPOA Advisors, Inc. (d/b/a Retirement Planners of America ) (“Retirement Planners of America”, “RPOA”) is an SEC registered investment adviser with a primary business location in Plano, Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that Retirement Planners of America has attained a certain level of skill, training, or ability. The “Invest and Protect Strategy” (the “Strategy”) refers to a strategy that Retirement Planners of America fundamentally employs for its clients. Retirement Planners of America previously employed a similar strategy that it referred to as the “buy, hold, and sell” strategy or “buy hold, and protect” strategy. Past performance does not guarantee future results. Therefore, current or prospective clients should not assume that the future performance of the Strategy, any specific investment, or any other investment strategy that Retirement Planners of America recommends will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. References to recommendations made under the Strategy that predate 2011; and statements such as and similar to: “we told our clients to be out of the market in 2007 and 2008,” “we told our clients to get back into the market in 2009,” and “clients that followed our advice were out of the market in 2008;” refer to strategies collectively employed and recommendations collectively made by Retirement Planners of America’s principals while employed at Eagle Strategies, LLC., and also at Cambridge Investment Research Advisors, Inc. Three of the five principals remain as principals today, including the Retirement Planners of America’s founder, Ken Moraif. Retirement Planners of America has been employing the Strategy since its inception in 2011. Therefore, any references to Retirement Planners of America’s performance or its investment advisory recommendations predating 2011 generally refer to recommendations made by Retirement Planners of America’s principals at the respective other firms described above. Like all investment strategies, the Strategy is not guaranteed. It is possible that it can incorrectly predict a bear market (generally accepted as a 20% drop in a market index), which has, in-fact, happened before at Retirement Planners of America and affected its clients accordingly. When the sell / “protect” portion of the Strategy is implemented, affected investors will incur transaction costs and taxable accounts will incur tax consequences. However, when implementing that portion of the Strategy, Retirement Planners of America believes that the benefit of avoiding bear markets outweighs the burden of these transaction costs and tax consequences. Retirement Planners of America is not an accounting firm or a law firm. The receipt of personalized and tailored services, or access to financial or professional resources should not be construed as a guarantee of a particular outcome. Comprehensive or holistic financial planning indicates that financial planning will be informed by the material financial and investment circumstances of the client, as communicated by the client to Retirement Planners of America but may not consider literally all aspects of a client’s financial affairs. 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