– How To Keep The IRS Out Of Your Pockets –
YOUR TAX BILL COULD BE REDUCED WITH TAX LOSS SELLING
If this sounds like YOU…
I Want to PERSONALLY Meet You One-On-One Or Introduce You To One Of Our Advisors to Help You Save Money By Keeping the IRS Out of Your Pockets Come Tax Seasons.
“Over 1,200 families* trust us to guide them toward their ideal financial future.”
as of *12/31/2019
How Working With An Advisor
Can Help Keep The IRS Out Of Your Pockets
“SAVE TIME. SAVE MONEY“
What You Can Expect
You’ll get a financial plan geared towards your goals
An investment strategy to supplement retirement income
We’ll take a look at your entire financial picture short-term and long-term to help determine your financial future.
– YOU’RE ONE –
STEP CLOSER
We’re redefining what retirement means for you and your family so that you can do more than just retire. We have a team of advisors that may be a CERTIFIED FINANCIAL PLANNER™ professional, CPA, CRPC®, or Chartered Financial Analyst®.
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The Retirement Planning Group Inc. is registered with the Securities and Exchange Commission and has clients nationwide. We offer retirement planning, wealth management and financial planning services.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. The Retirement Planning Group mentioned in: Ingram’s-Retirement Planning, Forbes-Financial Advisors get qualified leads form SmartAsset, Bloomberg-Consumer Finance, RIABiz-How two Wachovia breakaways broke some rules and grew $23 million AUM to $320 million in seven years, Business Insider-This Startup Aims To Solve A Financial Problem Most People Don't Even Realize They Have, Business Journal-OP startup Blooom pitches green thumb for 401(k) management
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