The Retirement Planning Group

Leawood, Kansas

5.0 (134 reviews)
Call (913) 498-8898 Visit website →

About

The Retirement Planning Group, based in Leawood, Kansas, provides financial planning, investment management, retirement planning, and tax planning services. The firm assembles a dedicated team for each client consisting of a wealth manager, tax professional, investment team member, and client relationship manager, coordinating across planning areas through both in-person meetings and digital communication platforms. The firm offers ongoing account monitoring, tax-aware trading, and analytical services such as Social Security timing analysis and education savings account setup.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-3:30PM, Saturday: Closed
SEC registered
No
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