We’ve partnered with
The Retirement Planning Group is an independent wealth management firm with a select set of advisorsRyan Costello, CFP®
Rob O’Blennis, JD
Matthew Swatek, CRPC®
Paul Dreher that have been screened and vetted by Ramsey Solutions team members to become SmartVestor Pros. We have clients nationwide, no account minimums, and specialization in Life Stage Planning – planning that meets you where you are and helps you grab your future!
Financial Advisors in:
Our goal is to help you achieve your retirement dreams. Our financial advisors are dedicated to ensuring you receive the time and attention you deserve to create an individualized strategy. With unbiased, client-centered advice, you can have confidence in your financial future.
- Paladin Registry 5 StarsThis advisor or firm is a vetted, documented member of the Paladin Registry.
This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.
Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).
Click Here to view Paladin’s research report for this professional or firm.
Is The Retirement Planning Group
right for you?
Wouldn’t it be great if there was a financial firm that understood your journey in life and could help you create a financial plan to fulfill that journey? Well, look no further. Introducing, life stage planning – planning that meets you where you are and helps you grab your future.
30 – 45
Feeling disorganized? Not sure where to even start?
45 – 55
Worried if you are on track? Are there other things you could be doing?
Wondering if or when you can retire? Curious about how much income you could expect to live off of without running out of money?
Why Choose Us?
We are an independent advisory firm dedicated to providing unbiased, client-centered advice.
Limited Number of Clients
Our firm limits the number of client relationships each advisor cares for which ensures each client receives the maximum amount of time and attention.
Fiduciary For You
Since we are a Registered Investment Advisory firm (R.I.A.) there are no hidden fees and our advisors receive no back-door payments or commissions.
Our average internal portfolio cost is .19% while the national average is .71%*Morningstar: Mutual Fund Expense Ratio Trends, June 2014.
Find Out Who We Are
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 scene workings of several of the major wirehouses, they concluded that ultimately their clients would be better served in an independent environment. From there The Retirement Planning Group was formed, an independent advisory firm dedicated to providing unbiased, client-centered advice.
Introduction by The Retirement Planning Group President, Ryan Costello
Find Out How it Works Tristique a habitasse, sed nascetur porta sagittis
A guiding principal of The Retirement Planning Group is limiting the number of clients each advisor works with thereby ensuring each client receives the maximum amount of time and attention needed to help them fulfill their goals. Unfortunately, many advisors in the financial services industry are required to manage several hundred relationships. As those advisors are forced to take on additional clients their time becomes diluted and their clients pay the ultimate cost—lack of attention and care.
Look Who’s Talking About Us
Our Latest Blog Posts and News Tristique a habitasse, sed nascetur porta sagittis
In contrast to last year, when almost all types of investments moved up together, this year has brought more volatility and a wider difference in performance. These are times when it becomes even more important to remain fully diversified, to…Read More
Traditions are very important to our family—they’re a fun way to build excitement and memories together, especially with two kids in the house. One of our more recent traditions involves seeing all the new Star Wars movies when they come…Read More
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We have the resources of a large financial firm, but the customer service of a small boutique business. Our offices reflect this with an open and personable environment. At each of our offices, you’ll be greeted by a knowledgeable, friendly, and client-centered firm. We are not your typical financial office as we offer a relaxed atmosphere that’s transparent, family-oriented, and open.