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About: We are a boutique comprehensive financial planning Registered Investment Advisory firm with over 700 families and over $580 million in assets under management.
Regional offices in:
Overland Park, KS | St. Louis, MO | Springfield, MO
Established in 2004 with 147+ years of experience between our Advisors | 15 employees | 7 Wealth Advisors
Credentials – CFA, CFP®, J.D., CRPC, CRPS
What we do: Planning is our business
- Social Security Analysis
- Pension Plans
- Medicare
- Insurance Planning (Healthcare, LTC, Life & - Disability)
- 401(k)IRA Distribution
- ESOP plans
- Death of Spouse
- Divorce
- Estate Plan Coordination
- Schwab Trust Capabilities
Our purpose:
To help clients plan for a complete life with trust, communication and enjoyment.
Why clients Work With Us:
• Clients hear from us every 30 days: a combination of e-mail, social media, event invitations, phone calls and face-to-face appointments.
• We host client events (not sales events) on a regular basis - 2-4 events per year.
• Our advisors work with a limited number of families.
• Each plan is tailored to every client’s unique financial situation taking into account taxes, income needs and the best way to structure portfolios.
Investment Philosophy:
• We believe in low cost evidence based investing using DFA mutual funds, Vanguard and Schwab ETF’s.
• Our average internal portfolio cost is less than 0.25% and is lower than the national average of 1%.
• Technology- On-going re-balancing process and review for tolerance drift within recommended portfolio.
Specialties: retirement planning, planning retirement, financial planning, financial advisor.
The Retirement Planning Group Inc is located at Overland Park, KS 66213. Please call to verify the address before visit.
Accountant, practitioner of accountancy, is the measurement, disclosure or provision of assurance about financial information which assist managers, investors, tax authorities and other decision makers make resource allocation decisions. Legally practicing accountants are CPAs(Certified Public Accountant), CIA(Certified Internal Auditor), CMA(Certified Management Accountant) and ABA(Accredited Business Accountant). We suggest you contact more Accountants nearby before choosing your Accountant.
The Standard Industrial Classification(SIC) of The Retirement Planning Group Inc is . The fax number is . The web address is http://www.planningretirements.com. Please click the Correct Listing link to update the contact information(contact person, phone number, fax, email address and web address, etc).
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