Form CRS

Form CRS – click here

Company

About
Contact Us
Client Login
Resource Center

Locations

Nationwide

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

Disclosures

Form CRS
ADV Part 2A
Consumer Privacy Notice

The Retirement Planning Group, LLC. 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. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by 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