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 2,000* families trust us
We’ll start by pairing you with a Wealth Manager.
Your relationship with TRPG begins with your Wealth Manager. They take time to understand what matters most to you – your goals, concerns, and dreams for the future. Through thoughtful discussion and real-time planning, they’ll help create a clear roadmap for your retirement journey. Your Wealth Manager takes that plan and begins implementation with out entire team to create customized solutions to align your investments, tax strategies, and estate planning.
*As of 1/31/2024
Then we’ll bring in our Tax team to optimize your plan.
Our in-house Tax Services team works alongside your Wealth Manager to help optimize your financial decisions. We don’t just discuss tax strategies – we implement them. Our Tax Advisors can handle your tax preparation and filing with IRS and State authorities, while providing year-round guidance to help you make tax-informed choices about your wealth.
Then we’ll bring in our Tax team to optimize your plan.
Our in-house Tax Services team works alongside your Wealth Manager to help optimize your financial decisions. We don’t just discuss tax strategies – we implement them. Our Tax Advisors can handle your tax preparation and filing with IRS and State authorities, while providing year-round guidance to help you make tax-informed choices about your wealth.
Next, we’ll assign your dedicated Investment team member.
The Investment and Trading team brings an additional layer of oversight to your financial plan. Working in concert with your Wealth Manager, they monitor and manage your investments to keep everything running smoothly. Their disciplined approach to research and strategy helps align your investments with your retirement goals.
Our in-house Estate Planning solutions safeguard your family’s future.
Our Estate Planning team works hand-in-hand with your Wealth Manager to help safeguard your family’s legacy. They focus on creating clear strategies that reflect your family’s values and wishes, bringing simplicity to complex topics like wealth transfer, trust services, and charitable giving. As laws change and families grow, we help keep your estate documents current, providing peace of mind for you and the generations that follow.
Our in-house Estate Planning solutions safeguard your family’s future.
Our Estate Planning team works hand-in-hand with your Wealth Manager to help safeguard your family’s legacy. They focus on creating clear strategies that reflect your family’s values and wishes, bringing simplicity to complex topics like wealth transfer, trust services, and charitable giving. As laws change and families grow, we help keep your estate documents current, providing peace of mind for you and the generations that follow.
Your dedicated service team member will tie it all together.
Our Client Service team embodies our vision of being the easiest firm to work with on planet Earth. They’re your go-to resource for day-to-day needs, questions, and support. Think of them as your personal concierge, always ready to help make your experience with us smooth and straightforward.
Your dedicated service team member will tie it all together.
Our Client Service team embodies our vision of being the easiest firm to work with on planet Earth. They’re your go-to resource for day-to-day needs, questions, and support. Think of them as your personal concierge, always ready to help make your experience with us smooth and straightforward.
Let our Bookkeeping & Payroll team handle the numbers.
For clients with business interests, our Bookkeeping & Payroll team provides valuable support to help streamline your operations. From maintaining accurate records to managing payroll services, they handle the details so you can focus on what matters most – growing your business while keeping your personal and professional finances aligned.
Ensuring every step of your journey exceeds expectations.
Our Leadership team steers our vision and commitment to excellence, fostering a culture that always puts our clients first. With decades of combined experience, they set the strategic direction and uphold the values that drive everything we do.
Ensuring every step of your journey exceeds expectations.
Our Leadership team steers our vision and commitment to excellence, fostering a culture that always puts our clients first. With decades of combined experience, they set the strategic direction and uphold the values that drive everything we do.
We take our client relationships seriously.
But you don’t have to take our word for it.
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