Speak with an owner of the firm (888) 988-6621
  • Client Login
  • Education Center
  • Careers
  • Contact Us
The Retirement Planning Group
  • Financial Planning
  • Investment Management
  • Retirement Income
  • Taxes & Payroll
  • About
    • Our Team
    • Locations
  • Speak with a Planner
Select Page
Important Milestones

Important Milestones

Financial Planning, Life Events

There are many important milestones in life to keep top of mind. Eligibility requirements often depend on your year of birth, residency, or other personal circumstances. With these variables, it can be difficult to track how one’s age can open or close important...
Should I Take My Pension As A Lump Sum?

Should I Take My Pension As A Lump Sum?

Financial Planning, Retirement Planning, Tips and Tricks

Although increasingly rare, employer pensions can make up a considerable portion of your expected retirement benefits. Whether you are nearing retirement or are already receiving ongoing pension payments, you may have the option to choose a lump sum...
Should I Take My Pension As A Lump Sum?

What Issues Should I Consider If I Lose My Job?

Financial Planning, Life Events, Tax Planning, Tips and Tricks

In today’s economic uncertainty, business closures and layoffs are increasingly common. The loss of a job can cause serious stress both personally and financially. To help you through a disruption in employment, we’ve created the checklist “What Issues Should I...
What Issues Should I Consider For My Aging Parents?

What Issues Should I Consider For My Aging Parents?

Family and Finances, Financial Planning, Life Events

Becoming a caregiver for aging parents can be a drain emotionally and can carry financial ramifications both for parents and for the caregiver children. Helping to understand and manage the financial issues involved can make the situation a bit easier for all.  In...
What Issues Should I Consider Before The End Of The Year?

What Issues Should I Consider Before The End Of The Year?

Estate Planning, Financial Planning, Investing, Retirement Planning

The end of the year provides a number of planning opportunities and issues for investors. Year-end topics can include tax planning, investment and retirement accounts, charitable giving, cash flow and savings, insurance and estate planning. In this checklist, we cover...
What Documents Do I Need To Keep On File?

What Documents Do I Need To Keep On File?

Financial Planning, Investing, Life Events

Investors are often confused as to what documents to keep in their files. Records relating to tax and legal matters,  healthcare issues,  assets and liabilities, as well as other important transactions should be kept in case they are needed in the future. In this...
« Older Entries


The Retirement Planning Group

Services

  • Financial Advisors
  • Retirement Planning
  • Wealth Management
  • Smartvestor Advisors
  • Overland Park
  • Mission
  • Stilwell
  • Shawnee
  • Lenexa
  • Lee’s Summit
  • Blue Springs
  • Parkville
  • St Louis
  • Springfield

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 866-498-8898  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


© 2020 The Retirement Planning Group  |   Powered by 2D Optimized & AZELLA