The Retirement Planning Group Inc- Financial Advisor Leawood, KS

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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

Firm CRD#

129625

Insurance License#

6098929

Name of Custodial Firm

Charles Schwab, Fidelity

Years of Experience in Financial Services

Work with the following types of clients

Businesses, 7685976861, Individual Investors

Advisory Services Provided

Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Investment Advice & Management, Financial Advice & Consulting

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 65

Firm Information

Firm's Number of Clients

Over 1500

Assets Managed by Firm

$1,000,000,000+

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets, Hourly, Flat Fee

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

Paladin Advisors

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The Retirement Planning Group Inc