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.
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.
Recent Updates
Weekly Market Update – January 2, 2026
Quick Takes Wall Street closed out the first trading day of 2026 with weekly losses. The S&P 500 and the small-cap Russell 2000 Index were both down -1.0% for the week, while the tech-heavy Nasdaq Composite Index fell -1.5%. But non-US stocks saw gains, led by...
Weekly Market Update – December 26, 2025
Quick Takes In light trading, stocks advanced during the holiday-shortened week. The S&P 500 gained +1.4% and set new record highs on Tuesday and Wednesday. The tech-heavy Nasdaq Composite and small-cap Russell 2000 gained +1.2% and +0.2%, respectively. Bond...
Weekly Market Update – December 19, 2025
Quick Takes A late-week rally helped lift the S&P 500 to a slight weekly gain of +0.1%, leaving it just 1% away from its all-time high. The tech-heavy Nasdaq Composite led US equity indices with a +0.5% gain, while the small-cap Russell 2000 lagged with a -0.9%...
