Speak with an owner of the firm

Call (866) 498-8898

Speak with an owner of the firm

Call (866) 498-8898

We’ve partnered with Dave Ramsey Inc.!

The Retirement Planning Group is an independent wealth management firm that has a team of Financial Advisors that work with Dave Ramsey Inc. to become a SmartVestor Pro advisory partner. 

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We have clients nationwide.

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Our firm has no account minimums to get advice.

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We meet you where you are in life and will help you take control of your future.

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We start with a no cost, no-obligation phone call to help put you on the path towards financial success.

Connect with a Dave Ramsey approved Financial Advisor

Start with a 10 minute no cost. no-obligation conversation to get started on your next baby step.

🔒 We value your privacy.
We don’t spam.

What does it mean to be a Dave Ramsey SmartVestor Advisor?

SmartVestor Pros have a client-first mentality.

SmartVestor Pros focus on the long-term.

At our firm we truly care about your future.

We provide a refreshing twist on financial planning.

Over $900 Million*

Total Assets Under Firm Management

*as of 12/31/2019

Over 1,200* families

Trust us to guide them toward their ideal financial future

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