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The Retirement Planning Group
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The Retirement Planning Group

Company

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Locations

  • Nationwide
    • Kansas City (Leawood)
    • St Louis (Chesterfield)
    • Denver

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


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