Form CRS

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When you become a client of The Retirement Planning Group, you are assigned to a dedicated group of professionals made up of a Wealth Manager, Tax Professional, Investment Team Member, and Client Relationship Manager. Each professional is position-specific and designed to help in a specific area while collaborating with the entire team.

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

Kansas City (Leawood)
St. Louis (Chesterfield)

Find a Wealth Manager

Overland Park
Mission
Stilwell
Shawnee
Lenexa

Lee’s Summit
Blue Springs
Parkville
St Louis
Springfield

Financial Advisors
Retirement Planning
Wealth Management
Smartvestor Advisors
Burns & McDonnell

*As Of 12/31/2020

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 866-498-8898 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