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The Retirement Planning Group
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If I Retire Early, Should I Buy Health Insurance Through The Health Insurance Marketplace?

If I Retire Early, Should I Buy Health Insurance Through The Health Insurance Marketplace?

Health Care, Retirement Planning

Health insurance coverage is often a primary concern for individuals who are retiring early.  Understanding and weighing options can be complicated and stressful for early retirees. To help make the conversation with clients easier, we have created the “If I Retire...
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...
Do I Qualify For Social Security Disability Benefits?

Do I Qualify For Social Security Disability Benefits?

Life Events, Retirement Planning

Disability benefits under Social Security can be difficult to understand. There are numerous stringent requirements that must be satisfied before Social Security will even formally review an applicant’s disability. Your circumstances must be considered under the...
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...
Should I Contribute to My Roth 401(k)?

Should I Contribute to My Roth 401(k)?

Financial Planning, Retirement Planning

Roth 401(k)s have become an increasingly popular alternative to traditional 401(k)s, allowing participants to make after-tax salary deferrals to their employer plans. Many investors may have the opportunity to contribute to a designated Roth account in their 401(k),...
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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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