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The Retirement Planning Group
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Thrift Savings Plan

Thrift Savings Plan

Building Wealth, Family and Finances, Financial Planning, Investing, Retirement Planning

Many people have heard of 401(k) plans but fewer people know about Thrift Savings Plans (TSP) Both plans allow you to save for retirement. The money is usually invested in stock funds or bond funds to help you accumulate wealth for retirement. What’s the...
Am I Eligible For Medicare Part A and Part B?

Am I Eligible For Medicare Part A and Part B?

Family and Finances, Health Care, Life Events

In most cases, determining Medicare eligibility is a straightforward process. Nevertheless, it is important to review each client’s unique circumstances in order to make an accurate determination and to identify their available options. To help make this analysis...
Am I Eligible for Social Security Benefits as a Spouse?

Am I Eligible for Social Security Benefits as a Spouse?

Family and Finances, Life Events, Retirement Planning

Under Social Security, spousal benefits present an important source of income for many of your clients. But there are several important factors and issues that must be considered. Determinations regarding available benefits and timing can be difficult. To help make...
Am I Eligible for Social Security Benefits If I Have Been Divorced?

Am I Eligible for Social Security Benefits If I Have Been Divorced?

Family and Finances, Life Events, Retirement Planning

Social Security benefits can be confusing for a divorced individual. There are several important and unique issues that must be considered before filing a claim to collect Social Security benefits. To help make the analysis easier, we have created the “Am I Eligible...
Am I Eligible for Social Security Benefits as a Surviving Spouse?

Am I Eligible for Social Security Benefits as a Surviving Spouse?

Family and Finances, Life Events, Retirement Planning

Social Security survivor benefits present an important source of income for many of your clients. But there are several important and unique issues that must be considered for any client that has recently lost their spouse or ex-spouse, before filing a claim to...
What Issues Should I Consider Before I Update My Estate Plan?

What Issues Should I Consider Before I Update My Estate Plan?

Estate Planning, Family and Finances

This checklist covers 18 of the most important planning issues to identify and consider before updating your estate plan.  It’s structured as follows: Beneficiary & Fiduciary Issues Assets & Property Related Issues Minors & Children Related Issues Other...
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The Retirement Planning Group

Company

  • About
  • Contact Us
  • Education Center
  • Client Login

Meet Your Team

  • Your Team
  • Client Promise
  • How We Work

What You Get

  • Retirement Planning
  • Portfolio Management
  • Rebalancing
  • Tax Return Prep & Filing
  • Estate Planning
  • Mobile App

Portfolio Management

  • Portfolios Built for You
  • Your Interests First
  • Regularly Monitoring
  • How We Select Investments

Tax Returns

  • Tax Done Right
  • Tax Solutions

Locations

  • Nationwide
    • Kansas City (Leawood)
    • St Louis (Chesterfield)
    • Denver
    • Cleveland-Akron

Disclosures

  • Privacy Notice
  • ADV Part 2 & Privacy Policy
  • Form CRS
  • Financial Advisors
  • Retirement Planning
  • Wealth Management
  • Smartvestor Advisors
  • Burns & McDonnell

The Retirement Planning Group Inc. is registered with the Securities and Exchange Commission and has clients nationwide. We offer retirement planning, wealth management and financial planning services. 

Contact us at 913-498-8898  Privacy Notice | ADV Part 2 | Form CRS

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The Retirement Planning Group mentioned in: Ingram’s-Retirement Planning, Forbes-Financial Advisors get qualified leads form SmartAsset, Bloomberg-Consumer Finance, RIABiz-How two Wachovia breakaways broke some rules and grew $23 million AUM to $320 million in seven years, Business Insider-This Startup Aims To Solve A Financial Problem Most People Don't Even Realize They Have, Business Journal-OP startup Blooom pitches green thumb for 401(k) management


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