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 – October 18, 2024
Quick Takes The U.S. stock market concluded its sixth straight week of gains, with the S&P 500 closing at a record high. The S&P 500 Index rose +0.9% for the week, setting its 47th record close of the year. Last week's advance was driven by a combination of...
Weekly Market Update – October 11, 2024
Quick Takes U.S. stocks extended their win streak to five weeks for the first time since May. The benchmark S&P 500 Index also closed above the 5,800 point milestone for the first time on its way to another all-time high and a +1.1% gain for the week. Treasury...
Monthly Market Update – September 2024
Key Points GOING BIG - Investors were pleasantly surprised by the Federal Reserve initiating the first rate cutting cycle since 2020 with a jumbo-sized 50 basis point cut. Markets had been expecting a more typical 25 bps cut. It is only the third time in modern...
