Retirement: The End Goal. The finish line to years of hard work and dedication to your career(s). A financial nightmare if you are unprepared. Enter the heroes: the financial advisors from The Retirement Planning Group. Our team of independent advisors has the knowledge and experience to help you achieve your personal goals. We have a local office near Lake Saint Louis, and we have been providing service for clients throughout Springfield for over twenty years.
We’ve partnered with Dave Ramsey Inc.!
The Retirement Planning Group is an independent wealth management firm that has been screened and vetted by Dave Ramsey, Inc, to become a SmartVestor Pro advisory partner. We have clients nationwide, no account minimums, and specialization in Life Stage Planning – planning that meets you where you are and helps you grab your future!
Retirement Planning and Financial Advisory Services Throughout Missouri
We work with you to navigate the world of money management, from taxes all the way up to retirement. Advisors do not all fit the same mold; some specialize in specific areas, while others offer a plethora of services. These specialties include:
- Retirement Income Planning
- Focusing on investments, pensions, social security, tax and estate planning
- Investment Advisory
- From active portfolios to mutual funds, ira’s 401k’s and more
- Income Tax Preparation
- Come tax season, these advisors are your best friend, navigating the tax code with ease for the best return
- Financial Planning
- Your long-term partner, helping you through every stage of your finances from the moment you meet all the way through your retirement
The advisors from The Retirement Planning Group can help you reach the end goal of a comfortable and profitable retirement. You can speak with a local advisor by calling 314-669-5255 today to get connected with an advisor in our St. Louis area office. With longer lifespans and larger dependence on personal savings, retirement planning is a must to ensure you do not end up paycheck-to-paycheck surviving on instant noodles or slugging away in retail to keep a roof over your head.
Professional Retirement Planning To Help You Achieve Your Personal Goals
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
It is never too early or too late to start thinking about retirement. The best starting point is to look for a financial advisor who can help you on your journey. Our firm makes it easy to help you map out your finances in a clear and concise manner.
Our Values. Your Benefits.
- We are an independent advisory firm dedicated to providing unbiased, client-centered advice. This means you will have the amount of time and attention necessary to achieve your financial goals. Throughout the process, you will remain confident in the strategy your financial advisor sets forth. We will work closely with you as a team to ensure you are achieving your goals.
- We are a fiduciary for you. Since we are a Registered Investment Advisory firm (R.I.A.) there are no hidden fees. Furthermore, our advisors receive no back-door payments.
- We have low fees. Our average internal portfolio cost is .19% while the national average is .71%*
*Morningstar: Mutual Fund Expense Ratio Trends, June 2014.