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.

Wealth Managers 2022

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 – July 12, 2024

Weekly Market Update – July 12, 2024

Quick Takes Last week was marked by a rather sudden and sharp trend reversal on Thursday. Large cap and growth stocks have dominated small cap and value stocks for more than a year, but that reversed abruptly last week with big outperformance by small cap and value...

Monthly Market Update – June 2024

Monthly Market Update – June 2024

Key Points HERE WE GO AGAIN - The Magnificent 7 are back and stronger than ever. Apple, Amazon, Alphabet (Google), Meta Platforms (Facebook), Microsoft, NVIDIA, and Tesla are once again collectively, and almost solely, driving equity returns. In the first half of...

Weekly Market Update – July 05, 2024

Weekly Market Update – July 05, 2024

Quick Takes Major stock indices were mostly higher in a quiet, holiday-shortened week. The S&P 500 and Nasdaq finished at record highs, up 2.0% and +3.5%, respectively. However, the small cap Russell 2000 slipped -1.0%, and value indices fell as well. Hopes for...

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Lee’s Summit, MO

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Denver, CO

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Lenexa, KS