Continuity Plan


The Retirement Planning Group Business Continuity Plan

A fact of life is that disasters happen. Whether as simple as a local power outage or as complex as a regional catastrophe, we at The Retirement Planning Group want you to know that we have carefully prepared for problems or disasters that may arise.

The Retirement Planning Group has put a great deal of time and effort into preparing a Business Continuity Plan. This plan outlines for each advisor and staff member exactly what to do during a disruption of our business. Since the nature, timing and severity of disruptions are unpredictable we incorporate a great deal of flexibility into our continuity plan. We also periodically review, update and test this plan.

Our first priority in any emergency (after the personal safety of our employees) will be to re-establish communications with our clients. If you need to contact us, we first ask that you call our main telephone number: (913) 498-8898. Toll free: (866) 498-8898. If we are unable to answer, we will leave a message providing information and, if necessary, instructions. If the situation warrants it, we will also post information and instructions on our website: www.planningretirements.com. For direct access to your Charles Schwab account, you can always contact Schwab Alliance at (800) 515-2157.

In the event of a business disruption, we plan to resume operations as quickly as possible. The business recovery portion of our plan addresses the following areas of critical importance: protecting client assets and confidential information, re-establishing voice communications, re-establishing data communications, backup and recovery of critical data and systems, and alternate physical locations.

If you wish to discuss any aspect of our business continuity plan, please feel free to call us at (913) 498-8898 and ask for your advisor. We are happy to discuss the details of our continuity plan so that you may feel more secure.

You can access Charles Schwab’s Business Continuity plan here .

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