TRPG Locations
Kansas City Area
Tailored financial strategies and guidance for Kansas City and the surrounding area.
4811 W. 136th Street, Leawood, KS 66224
TRPG Locations
Kansas City Area
Tailored financial strategies and guidance for Kansas City and the surrounding area.
4811 W. 136th Street, Leawood, KS 66224
Financial Advisors Serving the Kansas City Area
Our knowledgeable financial advisors and retirement planners in Kansas City are dedicated to helping you achieve lasting financial security. Whether you’re seeking comprehensive wealth management, retirement planning, tax strategies, or tax preparation services, we provide personalized solutions designed to fit your unique goals and financial situation. With a strong understanding of Kansas City’s diverse economic landscape, we develop strategies that align with your lifestyle, future aspirations, and comfort with risk.
We proudly serve clients throughout Kansas City and the surrounding areas, including Leawood, Olathe, Lee’s Summit, Overland Park, Independence and Liberty. Whether you’re in the heart of the city or in a nearby community, our team is committed to supporting your financial well-being. From building a solid retirement portfolio to managing day-to-day finances, we simplify every step of your financial journey to help you stay on track.
Our Kansas City office offers flexible meeting options to accommodate your needs, including in-person consultations, virtual meetings via Zoom, or a location that’s most convenient for you. We’re here to support clients across Kansas City’s thriving business hubs, historic neighborhoods, and growing suburban areas. By taking the time to understand your unique circumstances, we craft financial strategies tailored to help you confidently pursue your goals and build a secure financial future.
Our Services
Retirement Planning
Estate Planning
Portfolio Management
Bookkeeping
Wealth Management
Payroll
Tax Return Prep and Filing
Rebalancing
Why Choose The Retirement Planning Group?
At The Retirement Planning Group, you’ll have a dedicated team of professionals, including a Wealth Manager, Tax Professional, Investment Team Member, and Client Relationship Manager, all working together to provide exceptional service.
Choosing the right financial advisor is crucial to meeting your unique needs. Our Kansas City-based team has decades of experience in retirement planning, wealth management, and financial advising. Join over 2,800 families nationwide* who trust The Retirement Planning Group with their financial future.
*As of 10/17/2024
Schedule Your Consultation Today
Take the first step toward securing your financial future. Contact The Retirement Planning Group today to schedule a consultation with one of our experienced financial advisors or retirement planners. Let us help you build the financial confidence you need to live your best life, right here in Kansas City.
We offer a complimentary consultation to discuss your financial goals and how we can help you achieve them. Contact us today for a 10-minute consultation or fill out the form below.