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 16, 2026
Quick Takes Wall Street wrapped up a mixed week as the headline S&P 500 Index and technology-heavy Nasdaq Composite Index ended slightly lower, but the small-cap Russell 2000 Index and non-US stock indexes moved higher. US Treasuries yields rose across the yield...
Weekly Market Update – January 9, 2026
Quick Takes Major global equity indices around the world advanced in the first full trading week of the year, pushing many to all-time highs, including the S&P 500 (US large caps), the Russell 2000 (US small caps), the FTSE 100 (the UK), the Nikkei 225 (Japan),...
Monthly Market Update – December 2025
STOCKS AND BONDS END A VOLATILE 2025 ON STRONG FOOTING Despite tariff scares, rate-cut uncertainty, and a historic government shutdown, global markets powered higher in 2025—rewarding diversified investors and setting the stage for a cautiously optimistic 2026.Key...
