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Compliance Disclosure

This site is only intended for clients and interested investors residing in states and countries in which The Retirement Planning Group, Inc. is qualified to conduct investment advisory services. The Retirement Planning Group is an SEC-registered investment advisor located in Leawood, Kansas. The Retirement Planning Group may only transact business in those states or countries in which it is registered or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, The Retirement Planning Group website is limited to the dissemination of general information pertaining to its investment advisory services. Please contact The Retirement Planning Group at 866-498-8898 to find out if we may conduct advisory business in the state or country where you reside.

Accordingly, The Retirement Planning Group does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a representative of The Retirement Planning Group who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides. We use cookies to improve the performance of our site, to analyze the traffic to our site, and to personalize your experience of the site. You can control cookies through your browser settings. The presence of this website on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Kansas or where otherwise legally permitted.


At certain places on The Retirement Planning Group website, there may be live “links” to other Internet sites that can be accessed. Such external Internet addresses contain information created, published, maintained, and otherwise posted by institutions and organizations independent of The Retirement Planning Group. The Retirement Planning Group does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, efficacy, completeness, correct sequencing, or timeliness of the information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, efficacy, completeness, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer or otherwise does not constitute or imply endorsement, recommendation, or favoring by The Retirement Planning Group. All written content of this site is for information purposes only. Opinions expressed herein are those solely of The Retirement Planning Group. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation.

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