Over 1,300 families* already trust us to guide them toward their ideal financial future. Our team of advisors consists of CERTIFIED FINANCIAL PLANNER professionals, CPAs, CRPCs, or Chartered Financial Analyst that are here to guide you. We'll create a plan and proactively manage every aspect of your finances, retirement and taxes.
You go live your best life. Get a dedicated team built for you that consists of a Wealth Manager, Tax Professional, Investment Team member & Client Relationship Manager. We'll keep you notified every step of the way - from account opening to investing your account to rebalancing your portfolio throughout the year - even updates on potential tax saving strategies!
You go live your best life. Get a dedicated team built for you that consists of a Wealth Manager, Tax Professional, Investment Team member & Client Relationship Manager. We'll keep you notified every step of the way - from account opening to investing your account to rebalancing your portfolio throughout the year - even updates on potential tax saving strategies!
Services
Mission
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Our team of independent wealth advisors serving Mission, KS have the knowledge and experience to help you achieve your personal financial goals. Each of our customers has specific and very different financial goals. You will work with a dedicated wealth manager who will understand your personal situation and your unique goals.
Careers
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We are always interested in meeting people of possibility who believe in our core values, fit our culture, and can further enhance the value and experience we offer to clients. At The Retirement Planning Group, it starts with our fiduciary responsibility to always act in our clients' interests. That means our advisors focus on always being available to answer questions, offer guidance or just listen.
Locations
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Many of our clients are located across the United States from coast-to-coast and we've built the firm to accommodate relationships both near and far!. Through the use of video conferencing, customized web-portals, text messaging and online seminars, we are able to communicate effectively and clearly with any one of our clients at any time.
Your Team
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When you become a client of The Retirement Planning Group, based on your situation, we'll assemble a dedicated group of in-house professionals made up of a Wealth Manager, Tax Professional, Investment Team Member, and Client Relationship Manager. Your Wealth Manager will kick off the planning process.
Client Promise
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You deserve more than a sleepy one-advisor firm or an advisor going at it alone inside a large firm. When you become a client of The Retirement Planning Group, you are assigned to a dedicated group of professionals made up of a Wealth Manager, Tax Professional, Investment Team Member, and Client Relationship Manager.
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