Smart Asset

smartasset sent you our way.

Now it’s up to us to get you on the path to financial freedom!

See if we are a fit!

Imagine: an advisor at your finger tips.

We do house-calls…well, kind of. Thanks to state of the art technology, we meet you online via video in the comfort of your own home creating a face-to-face relationship. In fact, you can meet with your advisor anywhere, anytime. We simply provide you a link, you click and viola, you are meeting with us one-on-one. It’s simple, convenient and means you’ll never have to battle the traffic, fight for a parking spot, or search for an office suite again!

Schedule a 10 minute introductory call

Is The Retirement Planning Group
right for you?

Wouldn’t it be great if there was a financial firm that understood your journey in life and could help you create a financial plan to fulfill that journey? Well, look no further. Introducing, life stage planning – planning that meets you where you are and helps you grab your future.

Stage 1 Planning
30 – 45
Years Old
Feeling disorganized? Not sure where to even start?
Stage 2 Planning
45 – 55
Years Old
Worried if you are on track? Are there other things you could be doing?
Stage 3 Planning
Years Old
Wondering if or when you can retire? Curious about how much income you could expect to live off of without running out of money?

Schedule a call to learn about Stage 1, 2 or 3 planning

We’re one of the easiest firms on earth to work with.

Just pick a time below to schedule a 10 minute call to see if we are the right firm for you!


Technology to keep you organized and on track.

You aren’t just connected to an advisor whenever you want – you’re connected and in control of your money with the tap of a button. We provide total transparency to the management of your assets with real-time updates. It’s peace of mind in your pocket.

Why Choose Us?

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

Limited Number of Clients

Our firm limits the number of client relationships each advisor cares for which ensures each client receives the maximum amount of time and attention.

Fiduciary For You

Since we are a Registered Investment Advisory firm (R.I.A.) there are no hidden fees and our advisors receive no back-door payments or commissions.

Low Fees

Our average internal portfolio cost is .19% while the national average is .71%*

*Morningstar: Mutual Fund Expense Ratio Trends, June 2014.

How we became a resource for smartasset

SmartAsset matched you with top financial advisors by asking you a series of questions about your retirement plans, life status, investment goals, and advisor preferences. Their matching algorithm found a number of advisors who fit your needs. We are one of those advisory firms!

Before allowing our investment advisor representatives onto their platform, SmartAsset carefully vetted and verified that we are investment advisors and are properly registered with the U.S. Securities Exchange Commission (SEC). SmartAsset also confirmed that we do in fact possess the licenses we say we do. To be a partner with SmartAsset, we cannot have any relevant pending or valid regulatory disclosures.