The Retirement Planning GroupFinancial Services in Overland Park, KS

Business Details
Money and financial planning can be intimidating and stressful. However, with our client-centered environment, you will find relief and lifelong peace. We offer creative planning that keeps you, the client, at the center of every plan. Your concerns are our concerns. Therefore, we will work hard to alleviate any worries you may have about your future. Since we limit the number of client relationships each financial advisor cares for, you can be sure that we will be fully available to answer any of your needs. We are dedicated to ensuring you receive the maximum deserved amount of time and attention. We have the resources of a large company, which will benefit your financial future. However, we still have the customer service of a small business. Moreover, we have an open and personable environment. You will feel like you’re dealing with a family that cares about you and your interests.
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Contact Details
11512 W 119th St
Overland Park, KS
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Phone Number
(913) 498-8898
Products & Services
Client Experience: Retirement Planning
We call it the Retirement Reality Check, and it’ll help you answer the two most daunting questions:

When can I retire; and
Do I have enough money to enjoy my retirement?

We will take you through the entire financial planning process that was designed to take away frustration and instill confidence and inner peace when it comes to your retirement. Every step of the way, our client experience financial planners will be there to answer your questions and give you the time and care you deserve. With this multi-step approach, you can focus on living your life, while we’ll remain focused on helping you achieve your lifelong financial goals.
Financial Planning
Financial planning can be intimidating and stressful. Planning for future is not what it used to be. With longer lifespans and an increase in active lifestyles for retirees, detailed planning is essential to mapping out the rest of your life. It requires taking a moment to pause and look at your life in its entirety – knowing who you are and what is most important in your life. Moreover, it’s not only having the answers but asking the right questions. It can be an overwhelming process without the help of knowledgeable financial planners.
Comprehensive Wealth Management
Managing your money doesn’t have to be overwhelming and daunting. Whether you’re just starting out in planning for your future or you need to ensure you’re set up for an easy retirement, our financial planners can help you at any stage of your life.

Through each stage of your life, our experts will be there by your side to make sure you achieve your financial dreams. From saving for a house to planning your retirement, our mission is to help you have confidence in your financial future. With our comprehensive wealth management, you will be able to achieve your lifelong dreams. More importantly, you will rest easy at night knowing your financial plan has covered everything.
Client Testimonials
Testimonial #1
Great people. Super helpful. They helped me figure out when I could retire and the type of income I can get off my investments. No pressure environment.
ByTHS Vegas
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(913) 498-8898
Hours of Operation
Monday09:00 AM÷05:00 PM
Tuesday09:00 AM÷05:00 PM
Wednesday09:00 AM÷05:00 PM
Thursday09:00 AM÷05:00 PM
Friday09:00 AM÷03:00 PM
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