What is SmartVestor Pro?
Dave knows debt elimination, and he knows it well. But there’s another half to the equation and those are your assets. Dave Ramsey created SmartVestor – a network of wealth advisors that can help you with the other half of the equation. Screened and vetted by Dave Ramsey Inc, The Retirement Planning Group is one of those SmartVestor advisory firms with clients nationwide, no account minimums, and specializes in Life Stage Planning – planning that meets you where you are and helps you grab your future! Take a peek around. See if you think we are a fit!
One click away from help:
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 .19% while the national average is .71%*
*Morningstar: Mutual Fund Expense Ratio Trends, June 2014.
SmartVestor Code of Conduct
We believe everyone deserves access to solid, professional investing guidance. We earned a position as a SmartVestor Pro because of our firm’s experience in the industry and our drive to help others.