We’ll create a plan and proactively manage every aspect of your finances, retirement and taxes. You go live your best life.
Get a dedicated team built for you that consists of a Wealth Manager, Tax Professional, Investment Team member & Client Service Associate.
Hey there Mark
We got your IRA & Trust Accounts invested – monthly income starts on Monday. Enjoy your fishing trip!
This isn’t automation, it’s personalization.
Hey Mark, we just made some investment trades to reduce your taxes.
I saw the trade notifications! How much will it save me?
It looks to be around $3,000 in taxes! See you at our next face-to-face meeting!
We finished your taxes and filed them with the IRS! Your Fed refund of $5,227 will be auto-deposited by end of the month.
In between face-to-face meetings, zoom or phone calls, we are always with you. We’re only a click away.
Our app will show you progress, past activity, transactions, conversations and reports in your Timeline and Vault! We keep track to make sure you are on track.
We finished your Social Security analysis and posted it in your online Vault – age 67 is probably the optimal time for you to file for benefits!
Net Promoter Score is the percentage of clients rating their likelihood to recommend a company, a product, or a service, to a friend or colleague. The average score in the Financial Services sector is 34. Our average score is 91 (from 3/1/2020 to 3/1/2021). The Retirement Planning Group does not control client responses. Twice a year clients are provided the opportunity to share the likelihood they’d refer a client to us by providing a score between 1 and 10 (10 being the most likely to refer). “Promoters” are the percentage of clients that selected a score of 9 or 10. “Passives” are the percentage of clients that selected a score of 7 or 8. “Detractors” are the percentage of clients that selected a score of 1 to 6.
We set up the 529 College Savings account for your grandson and got it invested!