Kansas City Retirement Plan Specialists

Financial Planning – Wealth Management – Retirement Planning – Investment Management

Start by working with a KCP&L/Evergy Retirement Specialist serving Kansas City

We know our clients have specific and very different financial goals. 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.

We have Evergy Retirement Plan Specialists for Kansas City, and we have been providing retirement planning services for individuals throughout Kansas City, MO for years. You’ve worked hard for your money. Now let us make your money work for you.

As an employee of Evergy, your financial situation is unique.

Ryan Costello, CFP® | Principal & Senior Wealth Manager

Ryan Costello, CFP®
Principal – President & Senior Wealth Manager

Ryan Costello has over 16 years of experience in the financial services industry. He works with high net-worth individuals, Defined Contribution, and Defined Benefit plans. He holds the CERTIFIED FINANCIAL PLANNER™ designation and is a Principal at The Retirement Planning Group.

At The Retirement Planning Group, we understand that your employment with Evergy comes with a unique financial situation. That’s why we developed an exclusive guide on Retirement Planning for Employees of Evergy.

From financial planning to family legacy planning, to Evergy retirement planning to risk management, tax strategies, and trust services, our wealth managers will provide years of financial experience to help you make the best decisions to give you peace of mind.

You can speak with an Evergy Retirement Specialist today by calling 888-988-6621 to get connected with an expert serving Kansas City.

Download The Guide

This guide will provide you with valuable information and insight into the financial benefits available to you as an employee of Evergy.

Through this guide, you’ll find answers to important questions such as:

  • When will I have saved enough that I can choose to continue working but don’t need to?
  • How can I access my Retirement Savings?
  • Guidance on deciding whether a Lump-Sum Payment or Monthly Pension Payment is best for you and your family.
  • How can I minimize my tax burdens?
  • Is working with an advisor right for you?