Business Details
Your Trusted Partner for Comprehensive Wealth Management Solutions
At The Retirement Planning Group, we have dedicated over two decades to empowering families and individuals to take control of their financial futures. Our approach combines personalized service with a structured four-step process called the Wealth Accelerator, ensuring every client receives tailored solutions aligned with their unique goals. We prioritize a team-based methodology, integrating expertise in retirement planning, wealth management, and tax strategies to deliver comprehensive financial guidance. Our commitment to transparency and client-centric service is reflected in our high Net Promoter Score of 90, underscoring the trust our clients place in our ability to safeguard their interests.As a SEC-registered firm, we adhere to rigorous regulatory standards, and our advisors hold prestigious certifications such as CFP, ensuring unparalleled expertise. By leveraging data-driven insights and avoiding one-size-fits-all solutions, we craft diversified, tax-efficient portfolios designed to outperform traditional investment approaches. Our proactive communication and technology-driven tools keep clients informed at every stage, from account setup to ongoing portfolio management, ensuring they remain on track to achieve long-term financial success.
Services
Retirement Planning
Wealth Management
Portfolio Management
Tax Services
Estate Planning
Highlights and features
- We have over 20 years of experience in personalized financial planning.
- Our dedicated team includes Wealth Managers, Tax Professionals, and Investment Experts.
- We utilize a proprietary Wealth Accelerator process for actionable solutions.
- Our Net Promoter Score of 90 reflects exceptional client satisfaction.
- We are SEC-registered with advisors holding CFP certifications.
Associations and certifications
- Securities and Exchange Commission (SEC)
- Certified Financial Planner Board of Standards, Inc. (CFP Board)
What people say
Exceptional service
Knowledgeable staff
Well taken care of
Proactive communication
Trustworthy advisors
Services
Retirement Planning
Our retirement planning service designs personalized strategies to ensure financial security during retirement. We analyze income sources, tax implications, and investment growth to create sustainable withdrawal plans. Clients receive customized roadmaps to optimize Social Security benefits, manage 401(k)s, and establish reliable income streams.
Wealth Management
Wealth management integrates investment oversight, tax optimization, and estate strategies to grow and preserve client assets. Our team creates diversified portfolios aligned with risk tolerance and long-term goals. Regular portfolio rebalancing and tax-loss harvesting ensure sustained growth while minimizing liabilities.
Portfolio Management
Portfolio management focuses on constructing and maintaining diversified investment strategies tailored to client objectives. We utilize evidence-based asset allocation, tax-efficient fund selection, and ongoing performance monitoring. Our approach avoids emotional decision-making by anchoring investment choices to data-driven financial plans.
Tax Services
Our tax services identify strategies to minimize liabilities through proactive planning and preparation. We coordinate tax filings with investment activities, leveraging deductions and credits to enhance returns. Clients receive year-round tax-saving recommendations integrated with their broader financial strategies.
Estate Planning
Estate planning ensures client assets transfer efficiently to beneficiaries while minimizing tax burdens. We collaborate with legal professionals to establish trusts, wills, and power of attorney documents. Our strategies protect wealth and provide clear directives for asset distribution.
Questions
What services does The Retirement Planning Group offer?
We provide retirement planning, wealth management, portfolio management, tax services, and estate planning tailored to individual financial goals.
How does your Wealth Accelerator process work?
Our four-step process includes a guidance call, exploration meeting, launch meeting, and accelerator meeting to create and implement personalized financial strategies.
Are your advisors certified professionals?
Yes, our team includes SEC-registered advisors with CFP certifications and extensive experience in financial planning.
How do you personalize investment strategies?
We base portfolio allocations on your financial plan's requirements rather than risk assessments alone, ensuring alignment with long-term objectives.
What technology tools do you provide clients?
Clients access a mobile app and online portal to track progress, review transactions, and communicate with their advisory team in real time.
How are fees structured for your services?
Our fee structure is transparent and based on the scope of services; we provide detailed explanations during initial consultations.
Reviews (6)
Josh Page
Jan 18, 2022
Report
Paul Dreher is extremely helpful, thoughtful, and an overall great guy! I know he has my best interest at heart, as he has constructed an analytical, methodical, yet simple plan to help me achieve my financial goals. I would recommend Paul, and the entire Retirement Planing Group team, to assist in building your wealth and reaching your dream retirement.
Mark Gaertner
Jan 13, 2022
Report
We have been with TRPG for almost 2 years now. We have been totally satisfied with Dwight Twillman and the entire staff from day one. The service is always professional, easy to understand, and very detailed. The communications from the entire staff have always been very timely and they work everything within our schedule. It's so nice to have tax prep, retirement planning etc. all under one roof. We would highly recommend TRPG to anyone retired or thinking of retiring.
Nancy Briney
Jan 13, 2022
Report
When I switched over all of my investments to Retirement Planning Group I was able to save on the commissions that are taken out. They are able to help look at all avenues you want to consider for retirement and it is fast, easy and very informative. I also like the fact that they have everything inhouse. Tax Accountant to lawyer suggestions. They have experience with who they recommend which is comforting.
Dwight is very detail and always willing to help and answer any questions I may have an assist in helping work out anything I have going somewhere else even if it means I am not transferring
Dwight is very detail and always willing to help and answer any questions I may have an assist in helping work out anything I have going somewhere else even if it means I am not transferring
Ken Farnan
Jan 12, 2022
Report
We have been clients of TRPG for more than a decade. Their retirement planning and investment strategies have greatly helped us to invest and save for both our retirement and our daughter's college education. With their professional services we are well on-track to retire early with sufficient resources to live very comfortably in retirement. We highly recommend The Retirement Planning Group for retirement and tax planning / preparation!
Mark Means
Jan 10, 2022
Report
Our TPRG investment advisor worked with my wife and I to learn about us and our goals for retirement and determine our risk tolerance. I am a long-term investor, but my wife was not. It was very important to me that my wife was comfortable and understood the process. They set up the appropriate diversified investment mix for us to match our risk tolerance. It has been over 2 years now and I can say that TRPG has always been helpful and responsive to our needs. My only regret is that I did not start out with them before I retired. I believe they could have helped me during the savings accumulation
Nate Smith
Jan 09, 2022
Report
Ryan and his team are great in a number of different areas; however, the two Id like to highlight are responsiveness and professionalism. Whenever I have a question the TRPG turnaround time is quick. Additionally, I appreciate their professional approach when reviewing my portfolio. They breakdown the overall strategy into small chunks that makes it easy to understand.
