Add Us To Your Address Book
Table of Contents

Add Us To Your Address Book
Table of Contents
How to Add Our Email to Your Gmail Contacts (Desktop)
To make sure you receive our emails in your inbox (and not spam), follow these quick steps:
Manually Add Our Email to Your Contacts
1. Head to your inbox but don’t open any message.
2. Click the Contacts icon in the sidebar on the right side of your inbox (if the sidebar isn’t visible then you need to click the arrow in the bottom-right corner first).

3. Click the “Create contact” button.

4. Enter the following details:
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- Name: The Retirement Planning Group
- Email: [email protected]
5. Click “Save.”

6. Repeat steps 1-4 with the following details:
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- Name: Tax Team at The Retirement Planning Group
- Email: [email protected]
7. Click “Save.”

Bonus: Mark Us as ‘Not Spam’ If Needed
If our emails ever land in your Spam folder, open the email and click “Report not spam” at the top. This helps Gmail recognize our emails as safe and ensures future messages go straight to your inbox.
How to Mark an Email as “Not Spam” in Gmail
1.With the email open in your Spam folder, look for the options at the top.
2. Click “Report not spam.”
3. The email will be moved to your inbox, and future messages from this sender should arrive correctly.

Questions?
If you have any questions or need further assistance, feel free to reach out to us at our phone or email listed below, to your Wealth Manager, Tax Advisor, or CRM directly. We’re happy to help!
- Phone: (866) 498-8898
- Email: [email protected]

The Retirement Planning Group, LLC. is registered with the Securities and Exchange Commission and has clients nationwide. We offer retirement planning, wealth management and financial planning services.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
© 2025 The Retirement Planning Group