Retirement Planning Advisors Lenexa, KS

Financial Planning – Wealth Management – Retirement Planning – Investment Management

Cities in US States

Start by working with a trusted retirement planning advisor servicing Lenexa

Our team of retirement planning advisors servicing Lenexa, KS has the knowledge and experience to help you create the retirement lifestyle you desire. We provide retirement planning services near Lenexa, and we have been providing retirement planning advice for clients throughout Kansas Ctiy, Lenexa, Mission, Olathe, Overland Park, Shawnee, Stilwell, Topeka, Wichita for over fifteen years.

Retirement planning advisors servicing Lenexa specialize in:

  • Debt reduction, budgeting, saving, and investing for clients in Lenexa
  • Health care options including Medicare, COBRA, and supplemental medical insurance
  • HSAs – Health Savings Accounts (for pre-tax savings)
  • Social Security Income laws for Lenexa residents
  • Pension Plans
  • Investments including stocks, mutual funds, IRAs, 401ks and more

We are your long-term partner, helping you through every stage of your finances. We’ll help you make the most of your retirement.

You can speak with a retirement planning advisor today by calling 888-988-6621 to get connected with an expert servicing Lenexa.
5-Star Paladin Registry Financial Advisor

We’ve partnered with Dave Ramsey Inc. helping Lenexa with Retirement 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 Lenexa, 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 Lenexa, KS. 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.

Our advisory services include not only a comprehensive financial plan but also a focus on building wealth through investments. Our low-cost investment strategies can help Lenexa clients build a comfortable net-worth over time. We also take care to ensure that any fortune you do build is protected with the right strategies.

In Lenexa, KS today, too many people build investment strategies based off of emotion and the ups and downs of the market roller coaster. Instead, we base our investment strategies on reason, prudence, and intention. We believe in due diligence when it comes to investments. We do not give investment advice based on the panic of the markets and media. We instead give advice based on history and smart choices, rebalancing if necessary.

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