Thank you!

We appreciate you reaching out to The Retirement Planning Group.

One of our Wealth Managers will be reaching out to you shortly.

Our process begins with an initial phone call where you can discuss your goals and get answers to all of your questions.

Recent Updates


Monthly Market Update – April 2025

Monthly Market Update – April 2025

Key Takeaways A TALE OF TWO MONTHS The S&P 500 Index declined a modest -0.8% in April but there was nothing subtle about the path to that slight decline. The month included a 4-day -12% decline followed by a stunning one-day +10% rally. But in the second half of...

Weekly Market Update – May 2, 2025

Weekly Market Update – May 2, 2025

Quick Takes Stocks finished last week on a historic note with another positive week, buoyed by easing trade concerns, better-than-expected corporate earnings, and encouraging employment growth. The S&P 500 Index was up +2.9% for the week, riding nine straight days...

Weekly Market Update – April 25, 2025

Weekly Market Update – April 25, 2025

Quick Takes For the week, the S&P 500 Index was up +4.6%, the small cap Russell 2000 Index was up +4.1% and the tech-heavy Nasdaq Composite Index jumped +6.7%. Solid corporate earnings reports appeared to outweigh anxiety surrounding tariff and trade uncertainty....

Financial Planning

We build financial plans to solve your problems.

Payroll and Tax Returns

Our tax division does personal and corporate tax returns as well as payroll and bookkeeping. In some cases, we provide some services free of charge. 

Asset Management

We manage your money for you – with real-time access to your accounts via a phone app.