You owe it to yourself and your family to get a second opinion.
You deserve a top-notch client experience – one where you are a priority, not just another account number. Welcome to the Retirement Planning Group – a Kansas City-based firm of 15 years! We are a firm dedicated to servicing clients like they are family and doing what’s in their best interests.
We have never used high-commissioned annuity products.
Come be a big fish in a small pond – We won’t hand you off to some junior advisor.
We don’t do a radio show because we’re busy taking care of clients.
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?
We’re one of the easiest firms on earth to work with.
Just pick a time below to schedule a 10 minute call to see if we are the right firm for you!
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 0.25% and is lower than the national average of 1%.