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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 – February 16, 2024

Weekly Market Update – February 16, 2024

Quick Takes Inflation reports surprised investors with higher-than-expected consumer and wholesale prices. As a result, traders are now pricing a March rate cut by the Fed at just an 11% probability, down sharply from the 90% odds coming into the year.   With...

Weekly Market Update – February 09, 2024

Weekly Market Update – February 09, 2024

Quick Takes After starting the week on a down note, the S&P 500 Index rallied for four straight days to cross the 5,000 level for the first time and set a new record high. The index has now risen in 14 of the last 15 weeks, something it hasn’t done since 1972.  ...

Monthly Market Update – January 2024

Monthly Market Update – January 2024

Key Points About Those Rate Cuts At this time last month, traders were betting (via Fed Funds futures trading) that there was an 80% chance the Federal Reserve would cut their short-term discount rate at the March policy meeting. But on February 2, the Labor...

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Lee’s Summit, MO

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Denver, CO

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Lenexa, KS