We are an independent registered investment advisory firm that specializes in helping individuals and families plan for and achieve their retirement goals. Over 1,500 families* already trust us to guide them toward their ideal financial future.
Our team consists of CERTIFIED FINANCIAL PLANNER professionals, CPAs, CRPC®s, or Chartered Financial Analyst® that are here to guide you. Our comprehensive retirement planning and wealth management approach includes assessing your current financial situation, setting financial goals, and implementing a personalized financial plan to help you achieve your long-term retirement objectives. See how we work.
When you become a client of The Retirement Planning Group, you are assigned to a dedicated group of professionals: a Wealth Manager, Tax Professional, Investment Team Member, and Client Relationship Manager. Each professional is position-specific and designed to help in a specific area while collaborating with the entire team. When you have a team working on your behalf, with each person dedicated to a discipline, you can get better results.
Discover real-life success stories of clients who trusted The Retirement Planning Group for their retirement planning needs in Kansas City, St Louis, and Denver. Read our case studies and learn how we can help secure your financial future.
*As of 1/1/2022See Disclosures