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
Monthly Market Update – January 2025
Key Points COUNTER TRENDS Financial markets finished January broadly higher and saw some notable counter trend moves for the month. Technology stocks, one of the dominant 2024 leaders, was the only negative sector in January, and Health Care, a 2024 laggard, was the...
Weekly Market Update – January 31, 2025
Quick Takes The major indexes missed closing positive for a third straight week as Chinese AI competition, a hawkish Fed statement and press conference, as well as a late Friday announcement of tariffs being placed on Canada, Mexico, and China sent stocks down. The...
Weekly Market Update – January 24, 2025
Quick Takes The major indexes finished in positive territory for a second consecutive week. The S&P 500 Index finished the week up +1.7%, the best start to a presidential term since the Reagan administration in 1985. It's gained +4.7% over the last two-week...
