The Retirement Planning Group
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.
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. 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
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.