{"id":32032,"date":"2019-06-13T16:22:32","date_gmt":"2019-06-13T20:22:32","guid":{"rendered":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/?p=32032"},"modified":"2019-06-14T08:33:27","modified_gmt":"2019-06-14T12:33:27","slug":"retirement-planning-group-llc-opens-satellite-office-at-86-glen-st-in-glens-falls","status":"publish","type":"post","link":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/2019\/06\/retirement-planning-group-llc-opens-satellite-office-at-86-glen-st-in-glens-falls\/","title":{"rendered":"Retirement Planning Group LLC Opens Satellite Office At 86 Glen St. In Glens Falls"},"content":{"rendered":"<figure id=\"attachment_32033\" aria-describedby=\"caption-attachment-32033\" style=\"width: 191px\" class=\"wp-caption alignleft\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-32033\" src=\"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/wp-content\/uploads\/sites\/109\/2019\/06\/retirement-planning-kopyc-vc-191x300.jpg\" alt=\"\" width=\"191\" height=\"300\" srcset=\"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/wp-content\/uploads\/sites\/109\/2019\/06\/retirement-planning-kopyc-vc-191x300.jpg 191w, https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/wp-content\/uploads\/sites\/109\/2019\/06\/retirement-planning-kopyc-vc.jpg 432w\" sizes=\"(max-width: 191px) 100vw, 191px\" \/><figcaption id=\"caption-attachment-32033\" class=\"wp-caption-text\">David M. Kopyc, CRPC, is president of Retirement Planning Group LLC.<br \/>Courtesy Retirement Planning Group LLC<\/figcaption><\/figure>\n<p>By Jill Nagy<br \/>\nRetirement Planning Group LLC recently opened an office in Glens Falls in the NBT Bank building at 86 Glen St.<br \/>\nFor now, it is a satellite office. The main office is in Saratoga Springs and there is another office in Albany. However, company president David M. Kopyc expects the Glens Falls office to grow and soon become the company\u2019s main office.<br \/>\nHe sees \u201cgreat opportunity in Glens Falls,\u201d he said.<br \/>\nKopyc is looking for \u201cseasoned investment professionals\u201d to add to the firm\u2019s staff. He expects to spend an increasing proportion of his time in Glens Falls.. His Clifton Park home is on the market and Kopyc expects to make a vacation home in Lake George his primary residence.<br \/>\nCompany clients are located all over the country, Kopyc said, but primarily in the Capital District, with growing numbers in the North Country. <!--more--><br \/>\n\u201cWith technology today, you can be anywhere,\u201d he said.<br \/>\nHe divides his company\u2019s services into three categories: investment advice, legacy planning, and asset protection. The company works with attorneys, both in-house and others, to develop estate plans for clients. He terms the attorneys \u201cstrategic partners.\u201d<br \/>\nA large part of the company\u2019s practice is asset protection. Kopyc said it dovetails with long-term care planning, one of \u201cthe largest expenses for people who have not properly set up their estate. This is the thing people least want to talk about, but it can create the greatest risk,\u201d he said.<br \/>\nMuch of that planning consists of effectively removing assets from an estate in order to qualify for Medicaid assistance for long-term care.<br \/>\nThe legacy piece of the Retirement Group\u2019s practice involves \u201chow people want to leave their property.\u201d It may include establishing trusts, setting up charitable donations, and implementing similar decisions.<br \/>\nThe investment part of the practice draws upon Kopyc\u2019s 37 years in the investment field, including work for major brokerage firms. The work is strictly on a fee basis, he said, with no commissions. While Fidelity is the custodian of their clients\u2019 accounts, the clients can buy and sell other investment products as well, he said.<br \/>\nThe company\u2019s website is www.rpgretire.com. The telephone is 518 580-1919.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>By Jill Nagy Retirement Planning Group LLC recently opened an office in Glens Falls in the NBT Bank building at 86 Glen St. For now, it is a satellite office. The main office is in Saratoga Springs and there is another office in Albany. However, company president David M. Kopyc expects the Glens Falls office [&hellip;]<\/p>\n","protected":false},"author":196,"featured_media":32033,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[23],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\r\n<title>Retirement Planning Group LLC Opens Satellite Office At 86 Glen St. In Glens Falls - Glens Falls Business Journal<\/title>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/2019\/06\/retirement-planning-group-llc-opens-satellite-office-at-86-glen-st-in-glens-falls\/\" \/>\r\n<meta property=\"og:locale\" content=\"en_US\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"Retirement Planning Group LLC Opens Satellite Office At 86 Glen St. In Glens Falls - Glens Falls Business Journal\" \/>\r\n<meta property=\"og:description\" content=\"By Jill Nagy Retirement Planning Group LLC recently opened an office in Glens Falls in the NBT Bank building at 86 Glen St. For now, it is a satellite office. 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