The Retirement Planning Group Inc- Financial Advisor Leawood, KS

Home > Financial Advisor Directory > kansas > leawood

About The Retirement Planning Group Inc

Welcome to The Retirement Planning Group!

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.

The Easiest firm to work with on planet Earth.

Every engagement with us is designed to be easy. From booking appointments to communicating with your advisor via phone app or text, opening accounts to accessing documents, and getting answers, we strive to make it the best experience you can find.

Ready to meet the rest of the team? Yep, we're real people who really care about you, your family, and your goals! See for yourself!

*As of 1/1/2022

See Disclosures

General Information

Firm Start Year

2004

No. of Employees

20-49

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

BA in Business Finance -

Baker University
-

Disclosures

ADV Part 2
Form CRS

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886586/paladinregistry-The-Retirement-Planning-Group-Inc-detailed-disclosure.html

Inquire With The

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

The Retirement Planning Group Inc