The Retirement Planning Group Inc

The Retirement Planning Group Inc
The+Retirement+Planning+Group+Inc%2C+Overland+Park%2C+Kansas image
11512 W 119th St
Overland Park, Kansas 66213
Business Category
Financial » Loan Brokers
Not the business you're looking for?
Find more results for The Retirement Planning Group Inc
Loading
Search For "Financial" Companies in Overland Park, Kansas - Click Here Now!
View Similar Companies Nearby

Direct Contact for this business listing

About The Retirement Planning Group Inc
ryan-costello image
Listing Creator

About The Retirement Planning Group Inc

The+Retirement+Planning+Group+Inc%2C+Overland+Park%2C+Kansas photo icon
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.

The Retirement Planning Group Inc in Overland Park is a company that specializes in Loan Brokers. Our records show it was established in Kansas.

Company Address

11512 W 119th St Overland Park, Kansas, 66213

Phone Number

(913) 498-8898 Call Now!

Company Website

Estimated Number Of Employees

15

Estimated Yearly Revenue

Information not available

SIC Code

6163

Categories and Products

  1. Loan Brokers in Overland Park, Kansas

Keywords

The Retirement Planning Group Inc, Planningretirements.com
View Competitors

Direct Contact for this business listing

About The Retirement Planning Group Inc
ryan-costello image
Listing Creator
Loading

Related Products in Loan Brokers

About SaleSpider

Social Media Networks: The New Advertising Mecca

Fox Business
»
»
»
The Retirement Planning Group Inc
Business Directory
Over 65 Million Businesses Worldwide
spacer pixel