Meet Your Future Team
When you become a client of The Retirement Planning Group, based on your situation, we’ll assemble a dedicated group of in-house professionals made up of a Wealth Manager, Tax Professional, Investment Team Member, and Client Relationship Manager.
Over 2,800+ families* trust us
We’ll start by pairing you with a Wealth Manager.
Your Wealth Manager will kick off the planning process. They will review your financial situation and strive to understand the number one concern that caused you to reach out to us. They will create and present a plan in real-time to solve that problem. That plan will demonstrate how we could potentially help you, provide recommendations for managing investments, tax strategies and uncover hidden fees.
*As of 10/17/2024
Once your plan is built, we’ll loop in a tax professional from our Tax Team.
We don’t just talk about strategies, we implement them for you. And if desired, our Tax Team will even do your tax preparation and filling with the IRS and State authorities.
Once your plan is built, we’ll loop in a tax professional from our Tax Team.
We don’t just talk about strategies, we implement them for you. And if desired, our Tax Team will even do your tax preparation and filling with the IRS and State authorities.
After that, we’ll assign a member from our Investment & Operations Team.
This team is the grease that makes everything run smoothly. Beyond your Wealth Manager, they are an additional set of watchful eyes over investments as well as backend systems to provide you a great client experience.
From there, we’ll assign a member from our Client Service Team.
This team member will tie it all together. Always available, always ready – helping make TRPG the easiest firm to work with on planet Earth.
From there, we’ll assign a member from our Client Service Team.
This team member will tie it all together. Always available, always ready – helping make TRPG the easiest firm to work with on planet Earth.
Last but certainly not least, our Marketing & Compliance Team.
We take what we do seriously. Which is why we have a dedicated Chief Compliance Officer that proactively keeps TRPG up-to-date on regulatory SEC filings, requirements and changes. And this dedicated group will also make sure you are in-the-know on firm-wide events and communications via our app, text, and email!
