The Retirement Planning Group
Financial Services in Overland Park, KS
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 youre dealing with a family that cares about you and your interests.
Social Profiles
Contact Details
Products & Services
Client Experience: Retirement Planning
read moreWe call it the Retirement Reality Check, and itll 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 well remain focused on helping you achieve your lifelong financial goals.
Financial Planning
read moreFinancial 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, its 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
read moreManaging your money doesnt have to be overwhelming and daunting. Whether youre just starting out in planning for your future or you need to ensure youre 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.
Testimonials
THS Vegas
read moreGreat 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.
From Website
About Us
read moreWe are an independent advisory firm dedicated to providing unbiased, client-centered advice. This means you will have the amount of time and attention necessary to achieve your financial goals. Throughout the process, you will remain confident in the strategy your financial advisor sets forth. We will work closely with you as a team to ensure you are achieving your goals. Our firm has been helping people just like you with financial advice for over 15 years. They have established creative financial plans for families, retiring couples, and working professionals.
Find a Retirement Planning Advisor
read moreIf you're visiting this site, you are aware that you, and you alone, have the ability to impact your financial future. The one thing necessary to create a happy and secure retirement is planning. If you have a retirement plan in place, you will likely have a more financially secure retirement which will lead to more peace of mind and more opportunities to do what you've always wanted to do - whatever that is. The good news is you're here and the sooner you get started, the better off you'll be.
Finding your Financial Advisor
read moreWe work with you to navigate the world of money management, from taxes all the way up to retirement. Financial Advisors do not all fit the same mold; some specialize in specific areas, while others offer a plethora of services. It is very important to find a financial advisor with proper credentials. A financial advisor often has a CERTIFIED FINANCIAL PLANNER professional, CRPC, or Chartered Financial Analyst designation. Financial advisors advise clients and recommend how to invest, save, and grow their money.
Find a Wealth Advisor
read moreIf you have acquired significant savings of at least $50,000 or more, you are already financially savvy. However, to make the most of that money, protect it, and increase it, you should seek the advice of a professional financial advisor. Just because you've been doing it yourself doesn't mean you're doing it well. If it's important to you, treat it that way. Hire a professional wealth management advisor and not only will your money work harder, you'll gain peace of mind about your future. We work with you to navigate the world of money management, from taxes all the way up to retirement.
Our Team
read moreAt the Retirement Planning Group we have advisors that are CERTIFIED FINANCIAL PLANNER professional, EA, CRPC, or Chartered Financial Analyst with extensive experience in financial planning and investment management. With our combined years of experience, our advisors can handle all of your financial needs. At the Retirement Planning Group we have Certified Public Accountant professionals with extensive experience in financial planning for individuals, businesses, and other organizations. With our combined years of experience, our CPA's can handle all of your tax and accounting needs.