- Why Choose Us?
- What Sets Us Apart?
- Why P.R.E.P. Process?
- Case Studies
Independent
Everyone is familiar with the old real estate adage; Location, Location, Location! But when it comes to your finances, you need to be thinking Independence, Independence, Independence!
The Retirement Planning Group was formed by a group of advisors that spent their early years working in the stock brokerage industry. After working as financial advisors for four major stock brokerage firms and witnessing the behind the scenes workings of several of the major wirehouses, they concluded that their clients would be better served in an independent environment.
For this reason The Retirement Planning Group was formed. We are an independent advisory firm dedicated to providing unbiased, client-centered advice. Furthermore, we are fee-only advisors and receive no commissions from our investment recommendations.
Gone are the inherent conflicts often found at brokerage firms. Here, clients get honest, unbiased advice. In fact, it’s the same advice we give to family and friends.
