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 – March 20, 2026
Quick Takes Wall Street wrapped up the week with a sharp pullback as investors grappled with rising oil prices and renewed uncertainty from the ongoing Middle East conflict. The S&P 500 fell -1.9%, the tech-heavy Nasdaq dropped -2.1%, and the small-cap Russell...
Weekly Market Update – March 13, 2026
Quick Takes Wall Street ended last week much the way it began: taking its cues from oil prices. Fresh inflation data, rising geopolitical tensions involving Iran, and sharp swings in energy markets combined to push stocks lower and lift bond yields. U.S. stocks posted...
How Markets Historically Respond to Geopolitical Conflict
Imagine you are on a long cross-country flight. Somewhere over the Rockies, the plane suddenly hits turbulence. The cabin shakes, drinks slosh, and a few passengers grip their armrests. For a moment, it feels dramatic. But the pilots rarely change course. The aircraft...
