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Kansas City Financial Advisors

We are an independent advisory firm dedicated to providing unbiased, client-centered advice.

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Start by working with a Trusted Kansas City Financial Advisor

Our team of independent advisors has the knowledge and experience to help individuals like you in Kansas City achieve your personal goals. We have a local office near Kansas City, and we have been providing service for clients throughout Kansas City for over fifteen years.

Our Kansas City Advisors Specialize in:

  • Focusing on investments, pensions, social security, tax and estate planning.
  • From active portfolios to mutual funds, IRA’s, 401k’s and more.
  • Come tax season, these advisors are your best friend, navigating the tax code with ease for the best return.
  • Your long-term partner, helping you through every stage of your finances from the moment you meet all the way through your retirement.

The Retirement Planning Group Office

4811 W. 136th Street Leawood, KS 66224 View on Map
(913) 498-8898 Make an Appointment

We’ve partnered with Dave Ramsey Inc. helping Kansas City with Financial Advice

Dave Ramsey headshot
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 can service clients near Kansas City, with no account minimums, and specialization in Life Stage Planning – planning that meets you where you are and helps you grab your future!

Our Values. Your Benefits.

  • We are an independent advisory firm equipped to provide unbiased, client-centered advice near Kansas City, MO. 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.

Kansas City Financial Advisors from The Retirement Planning Group Can help you reach the end goal of a comfortable and profitable retirement.

You can speak with an advisor by calling (913) 498-8898 today to get connected with an advisor serving Kansas City. With longer lifespans and greater 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.

Kansas City Financial Advisors from The Retirement Planning Group can help you reach the end goal of a comfortable and profitable retirement.

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